Mike Banham

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

4 new learnings on the intergenerational wealth transfer

4 new learnings on the intergenerational wealth transfer

Advisors play an important facilitator role with clients and their families

By Mike Banham |April 29, 2026

3 min read

CRM3’s winners and losers

CRM3’s winners and losers

Cost transparency is coming — 5 implications and 3 big takeaways

By Mike Banham |February 26, 2026

3 min read

Finding greater potential in your book

Finding greater potential in your book

New learning from behaviour modelling, and 3 calls to action

By Mike Banham |December 8, 2025

5 min read

Financial planning is continuing to evolve — are you?

Planning and Advice

Financial planning is continuing to evolve — are you?

Four calls to action to meet Canadians’ evolving expectations

By Mike Banham |November 5, 2025

5 min read

Go deeper with your customer segmentation

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

Three reasons the great wealth transfer might not be so great

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

Three ways financial advisors can earn client trust

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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