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 …
Episode iki durung ditranskripsi
Gunakaké STT.ai kanggo ngrekam episode iki nganggo AI. Njupuk teks sing bener karo deteksi juru basa, timestamp, lan ekspor ing macem-macem format.