Latest / The Small Change Big Gains Podcast
Episode 38- Our President, Jonathan Durocher, on the future of Wealth Management
We were joined by Jonathan Durocher where we spoke about the future of the advisor-client relationship and how National Bank is carving new avenues to move from being the best-kept-secret to a more dominant player in banking and wealth management.
Among the many things we spoke about, including AI, Jonathan delved into how the advisor-client relationship is evolving and where he sees it in the next 5-10 years. As an advisor, having access to a wider variety of data will increase client satisfaction because clients are coming to their advisor for a wide spectrum of non-financial inquiries…
The skinny
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