
Notas del episodio
On this week's episode, Matt had the pleasure of being joined by Brent Allen and Alana Riley from IG Wealth Management, along with Barry Crowther, Charlie Conron, and Nik Fergusson. We delved into IG Wealth Management's evolution as an organization and explored the profound impact of digital transformation on financial institutions. Our conversation also highlighted the crucial role of tools, analytics, and continuous education in driving success and innovation at IG Wealth Management.
Palabras clave
life insurance
insurance concept
insurance
insurance advisor
digital enablement
digital transformation
block of business
book of business
IG Wealth Management
