Effective Ways To Gather Assets
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
In this episode, hosts Bob Mittel and Scott Stathis focus on the most effective ways to gather assets. As trusted advisors, our primary objective should be to manage and protect the majority of our clients’ assets. That is exactly what being a trusted advisor is all about. This podcast explores how to do this through: the discovery process, integration of wealth management into the overall organization, the importance of helping clients protect their assets, etc.
Our panelists are Sam Guerrieri, at Canandaigua National Bank & Trust, and Matt Johnson, at ABDG Desk at Ameriprise Financial Services, LLC.