As part of theThinkAdvisorLuminaries Awards Class of 2025,Advyzon and Advyzon Investment Management (AIM) received seven finalist nods and much recognition, including Chief Executive of the Year for AIM CEO Lee Andreatta.
In this video from this year’s event in New York City, Andreatta offers his insights into AIM’s success over the last 12 months, how technology continues to transform the financial services industry, andwhat’sin store for advisors and their clients as the calendar turns to 2026.
Click on the video to see the full interview.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.