2022 Series - Episode two: Maximizing Value in a New Era

In many ways, the COVID-19 pandemic has been a catalyst for many changes that were already in motion for financial advisors. Clients are embracing a different perspective on the experiences and values that define them, and many are less focused on better returns and more focused on a better life.

In this edition of Coffee Talks, John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel will walk you through how your perspective as an advisor can shift to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.

As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot!