02.18.26
Industry TrendWatch: The Evolution of Virtual Meetings
by: BISA Staff and Stathis-Mittel
In this episode of the
BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, we discuss how the use of video meetings has evolved since the COVID-19 pandemic lockdown. Our guests Pete Dunlap of Citizens Wealth Management, Michael Miroballi of The Huntington Investment Company and Terrence Powell of Randolph Brooks FCU join us for an insightful conversation around how these meetings have been optimized, how client acceptance of these meetings has evolved, the generational impact, remote advisors and virtual meeting rooms in branches.