During this very insightful and entertaining talk, InterVal co-founder and CEO Trevor Greenway shares some fantastic insights about the impact that wealth transfer will have on small and medium-sized businesses.
Trevor discusses how wealth managers can capitalize 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 possible name for InterVal's AI solution. I may or may not have voted for InterVal Kilmer.