Small- to medium-sized companies make up 99% of all U.S. corporations, and most homeowners are unaware of their enterprise worth. The episode dives into how Interval offers essential insights for enterprise homeowners by automating enterprise well being analytics and delivering ongoing worth monitoring, in the end serving to advisors present higher steering by integrating enterprise well being information into their planning course of.
Be a part of Shannon Rosic, director of WealthStack content material and options, as she speaks with Trevor Greenway, co-founder & CEO at interVal, on how interVal is empowering monetary advisors to draw, retain, and higher serve high-value enterprise proprietor shoppers by means of the progressive use of know-how.
Shannon and Trevor talk about:
- What information is most essential in enterprise valuations
- How InterVal matches into an advisors general tech stack
- How wealth managers can act because the “quarterback” for enterprise homeowners
- The significance of getting clear enterprise targets when implementing AI
Join with Shannon Rosic:
Join with Trevor Greenway:
About Our Visitor:
Trevor Greenway is an exceptionally passionate chief who believes that when information is harnessed for good, everybody within the ecosystem advantages. He understands that enterprise homeowners and their advisors can function extra effectively when monetary information is sorted and contextualized in significant methods. Believing that everybody succeeds with entry to complete info, Trevor led the event of a software program platform that gives this information in actual time.
