In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice.
Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/
Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/
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