At Epok Advice, we believe in offering a boutique, flexible alternative to traditional strategy houses, helping organizations modernize wealth and asset management while keeping the human element front and center. In this video, Kendra Thompson Founder of Epok Advice shares how we work with Canadian and American executive teams to:
- Understand what investors truly need and want
- Transform advisory offerings to deliver at scale and for profit
- Provide strategic support, from executive sounding boards to program QA
- Coach product teams as they evolve their wealth tech solutions
Our goal is to make high-quality financial advice more accessible, differentiated, and meaningful, while ensuring it’s profitable and reflective of your organization’s culture. Learn how being an “insider-outsider” partner helps executives navigate the ever-changing world of advice and technology.
