Being a Trusted Advisor: Part I
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
For this episode, in addition to trends in our channel, we will discuss what it means to be a trusted advisor within the evolving landscape of wealth management. Our guests are a successful advisor and his manager from Regions Investment Services.
Our panelists are Lyle Maurer, financial advisor, and Alex Sarafianos, SVP and program manager, from Regions Investment Services.
In addition to discussing how to become a trusted financial advisor, we touch on the important aspects of engendering trust to attract and retain assets, differentiating your processs, and proper segmentation.