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📊 The financial advisory landscape is shifting and technology is redefining how advisors grow.
Dive into the future of financial advisory services on the CanadianSME Small Business Podcast as Maheen Bari engages with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management.
Key Highlights:
💻 Findings from the Advisor Perception Industry Study
💼 Why technology enablement is now mission critical
🔄 The high-net-worth client acquisition gap
🎧 Listen the full podcast here:
https://smbpodcast.ca/where-advisors-need-support-and-how-ig-wealth-management-is-solving-tech-hnw-succession-planning-gaps/
#CanadianSME #SmallBusinessPodcast #FinancialAdvisors #FinTech