Capitaliz Insights // Emerging Trends for Advisors from 2024 Industry Conferences & Events
Season 2, Episode 3
In the latest episode of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson share valuable insights from their recent attendance at various industry conferences and events. They discuss several key trends shaping the future of Exit Planning and advisory services, including the growing importance of planning earlier, planning for uncertainty, and the transformative role of AI and technology for advisors. Additionally, they explore the increased owner emphasis on leaving a legacy and emphasize the rising need for collaboration among advisors from different disciplines.
The episode also highlights the importance of networking and attending events for advisors to stay informed and connected in a rapidly changing landscape. Join Craig and Jared as they unpack these trends and their implications for advisors and business owners alike.
