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Staying the Course During Crisis
Episode 288th April 2023 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:46:42

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For this episode we will discuss managing the program and clients through the current banking crisis as well as the interest rate environment. We also continue our 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.