Liz Lepore

Liz Lepore is vice-president, advisor & client experience and wealth advisory services at iA Private Wealth

Financial planning for kids with disabilities

A personal story about the role financial advisors play in support of parents like me

By Liz Lepore |April 25, 2025

3 min read

You are not a commodity

July 31, 2025|4 min read

Fee-based models align value with advice

July 16, 2025|3 min read

Teaming is more than a buzzword

June 18, 2025|3 min read

Rebuilding the human framework of advice

August 5, 2025|3 min read

It’s time to elevate the advisor role

July 4, 2025|3 min read

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Are you ready for the second half?

July 7, 2025|3 min read

The power of financial advisor specialization

May 9, 2025|3 min read

April 28, 2025|3 min read

Your 8-step marketing plan

April 7, 2025|3 min read