Artwork for podcast BISA Industry TrendWatch
Cross-Departmental Cooperation
Episode 29 • 8th May 2023 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:15:34

Share Episode

Shownotes

This month we discuss how to foster cross-departmental relationships to provide integrated wealth management, thoughts on how AI will affect our industry, and how to get better at helping clients protect their assets. Our guests are Don Clark from Wintrust, and Terry Powell from Randolph Brooks.

Links

Chapters