Trends in SMB Space Present Opportunities for Wealth Managers

During this very insightful and fun conversation, InterVal Co-Founder and CEO, Trevor Greenway shares some fantastic insight about the impact the wealth transfer will have on small and medium sized busiensses (SMB). Trevor discusses how wealth managers can capitalized on these trends, the role technology plays, and how wealth managers can solve the challenge of determining the value of SMBs when creating a financial plan for SMB owners.
Finally, I give my thoughts on a potential name for InterVal's AI solution. I may or may not have voted for InterVal Kilmer.
To learn more about Zephyr: informaconnect...
To learn more about InterVal: www.inter-val.ai/