That's a wrap on the IG Wealth Management Exchange and Centennial celebration! Thanks for having us there, we were honoured to be part of this significant milestone with you.
0:23
interVal
@interVal_ai
Building better financial futures for business owners and those advising them.
View our recent links: linktr.ee/interval.ai
View our recent links: linktr.ee/interval.ai
93 Following 91 Followers 650 Posts
Latest posts 5
🕶️ If you are at IG Wealth Management Exchange, swing by the Exchange Hub. Have a chat with Trevor and Rebecca, and grab some interVal shades 🕶️
Last night, IG Wealth Management took Winnipeg by storm as they kicked off their centennial celebration and Exchange conference.
Trevor Greenway and Rebecca Cook are there celebrating with you! Pop by the interVal booth to say hi today.
Trevor Greenway and Rebecca Cook are there celebrating with you! Pop by the interVal booth to say hi today.
Scrutiny is growing. Clients can see more of what they pay, and they're asking what they get for it.
For business-owner clients, there's a stronger answer than last quarter's numbers. Speak to the business and earn a place in the relationship that returns alone don't secure.
For business-owner clients, there's a stronger answer than last quarter's numbers. Speak to the business and earn a place in the relationship that returns alone don't secure.
interVal for Business gives advisors a way in earlier:
- A valuation & a view of business health
- The cash sitting in the business, brought into planning today
- Liquidity, protection & planning needs surfaced well before an exit
Before the exit. Not after it.
- A valuation & a view of business health
- The cash sitting in the business, brought into planning today
- Liquidity, protection & planning needs surfaced well before an exit
Before the exit. Not after it.
