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The future of wealth management is being rewritten — and advisors are feeling the shift.
On the latest CanadianSME Small Business Podcast, hosted by Maheen Bari, Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, shares key insights from the new Advisor Perception Industry Study.
We cover the advisor technology gap, succession planning challenges, strategies for serving high net worth clients, and how firms can adapt for long-term success.
If you work in financial services or advisor support, this discussion is worth your time.
🎧 Listen here: https://smbpodcast.ca/where-advisors-need-support-and-how-ig-wealth-management-is-solving-tech-hnw-succession-planning-gaps/
Available on Spotify, Apple, iHeart, and Amazon Music.
