AdviceTech Podcast #165 - Encore Advisory
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032602-23060001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how leadership, operating models, and AI-driven technology are reshaping advice firms through the “Big Six” trends for 2026, covering the rise of the COTO role, rebuilding sales engines, adviser mobility, evolving value propositions, emerging conflicts of interest, and the execution gap between knowing and …
Este episodio aínda non foi transcrito
Empregue STT.ai para transcrever este episodio con IA. Obteña texto preciso con detección de falante, marcas de tempo e exportación en varios formatos.