Artwork for podcast BISA Industry TrendWatch
How Do We Stay Relevant?
Episode 157th November 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:57:28

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In this interview with David Zimmerman, one of the top performing program managers in our channel, we discuss where the puck is going in the wealth management space and what we must do to be relevant five years from now. We are also joined by Josh Hinsch who will tell us what the top performing programs at Ameriprise are doing to increase their success metrics.