Podcast | 04.12.23
Staying the Course During Crisis
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
For this episode, Stathis-Mittel will discuss managing the program and clients through the recent challenges as well as the interest rate environment, with the help of their special guests. They will also continue their exploration of the evolution from “Investment Services” to “Wealth Management”, the value of a Wealth Management program to the institution, how to leverage financial planning, and the importance of helping clients protect their assets.
The panelists are Donna McNeely from Kinetca Wealth Management and Bill Hecklick from Ameriprise.
The program puts a new spin on the Stathis Partners monthly industry benchmarking study by bringing together industry leaders to examine monthly data in the context of industry trends. The BISA Industry TrendWatch podcast is published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.