A Shift towards Risk Management and Holistic Advice

In an interview with Dan Hugo, CEO of PSG Distribution, Tony from Cover Magazine discusses PSG's annual conference and the changing landscape of the short-term advisory business. They emphasize the importance of virtual platforms in expanding conference reach and fostering positive, informed discussions.

Hugo highlights the need to shift from a focus on premiums to comprehensive risk management, encompassing both wealth and insurance. The interview delves into the complexities faced by short-term advisors, such as cyber risks and sociopolitical factors.

The discussion underscores the potential for advisors who embrace holistic advice and risk-based returns to thrive in the industry, leveraging their expertise to address client needs in an ever-changing environment.

Listen to the discussion: