05.29.24

The State of Advisor Training

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 current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists David Chan (Citibank) and Joshua Hinsch (Ameriprise) provide insights.