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Kendra Thompson | Epok Advice
Kendra Thompson is a 25 year veteran of the Wealth Management Industry with a track record for helping the largest global players with their biggest transformations . Her passion is Advice and the power it has to help individuals and communities gain access to a better future. She currently leads Epok Advice, a boutique firm serving the financial services industry.
She has led diverse teams at Merrill Lynch HSBC, Raymond James, Accenture & Deloitte all in service of the Future of Advice & Investing. Her research aims to better understand the needs of tomorrow's investors and how the financial services industry can meet those needs for a profit.
Acting as consultant to the executive teams and boards, Kendra advises on strategy topics including M&A, Growth, High Performance Sales and Operational Excellence. She also leads teams delivering on AI, digital technology & organizational change.