We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.

In this segment, Lubna speaks with Lance Lehman. Lance is a Wealth Advisor, he provides comprehensive services to his clients. They discuss the impact the pandemic had on advisory practices and their clients. They also speak about the shifting client demands and expectations in the face of the hyper-personalization era. How can advisors effectively serve their clients? How is technology changing the way clients interact with their advisors and how can advisors leverage these changes?