Leadership Perspectives | 05.05.22
The Evolution of Investment Services to Wealth Management
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
In this episode, our panelists discuss the following questions: What’s the difference between “Investment Services” and “Wealth Management”, and how do we transition from one to the other?
Our panelists are Scott Ford from US Bancorp and Josh Hinsch from Ameriprise.
In addition to defining true Wealth Management, we discuss advisor tiering, a team-based approach, and attracting top talent.
We also discuss the strangest food we’ve ever eaten
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.