EP15 - Why financial advisors must embrace technology to grow, featuring Mike Waller

IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses. A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.

Mike and Chris discuss:

📝Why he became a Portfolio Manager-Advisor and transitioned to IPC One📝How technology has allowed him to increase productivity and deliver greater value to clients📝How the platform allows him to do what he loves most📝The results and impact of this transition on his business and his clients

Tune in for the full discussion.

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