UBS invited Morris to keynote their national Wealth Management event at Couran Cove, addressing high-level advisors and internal leaders on the future of financial decision-making. The question wasn’t what to sell next it was how to stay essential in a world where the next generation doesn’t default to financial institutions. Morris focused on trust migration, emotional triggers, and how advisors must evolve.

A leading wealth advisory group brought Morris in to unpack why their next-generation clients weren’t engaging. The issue wasn’t financial literacy or product performance — it was emotional misalignment. Through strategic foresight sessions, Morris helped reframe the offering around autonomy, identity, and future fluency — showing the team why value isn’t just held. It’s felt.