How ‘drinking from a firehose’ of tech changes boosted advisor’s practice

“I’m the least techy person,” said Nault. “So, it’s been a bit like drinking from the fire hose from my perspective with all the changes they’ve made, but I’m super happy with all of them. So, why not just rip the band-aid off and get us to where we need to be?”

While it took time to onboard with those, she noted that it’s been worth it. It’s allowed her to increase her client communications and offer more online seminars, which is attracting more people. But, it’s also saving her two hours a day, so she can work a reasonable day.

“It been concrete in so many different ways and we’ve just continued to grow our business,” she said, noting that her team’s client base is 400 families with $200 in assets under management.

Nault, who has been with IG for 30 years and an advisor since 2005, took over her practice in November 2019, when it only had $150 million in assets. She’s grown her team to five women focusing on retirement and estate planning serving high potential and high-net worth clients with a minimum $500,000 threshold and been able to reach her $200 million goal despite markets.

She is pleased that she embraced the tech, but she’s noticed that not everyone in the industry has.