03.20.24

Leveraging Technology to Gather Assets

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-Mittell, we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, president of Wescom Financial Services, and Scott B. Wilkins, vice president of Ameriprise’s Advisor Business Development Group.