Mike Banham

Research

Mike Banham is vice-president, client experience at PMG Intelligence.

Research

Go deeper with your customer segmentation

Investable assets is only part of the story — there’s gold in your data

By Mike Banham |July 10, 2025

3 min read

Research

Three reasons the great wealth transfer might not be so great

Advisors are the difference-makers when it comes to putting estate plans into action

By Mike Banham |May 9, 2025

3 min read

Your Business

Three ways financial advisors can earn client trust

Research shows that investors are losing faith in advisors — here’s how to make a difference

By Mike Banham |March 27, 2025

3 min read

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