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.
Join us on February 3rd at 11:00 am EST for a Coffee Talk as Advocis welcomes John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel who 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.
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