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Adjusted for Risk: Trends in SMB Space Present Opportunities for Wealth ManagersAdjusted for Risk: Trends in SMB Space Present Opportunities for Wealth Managers
InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.
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.
Trevor discusses how wealth managers can capitalized on these trends, the role technology plays and how they 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.
