Artwork for podcast BISA Industry TrendWatch
The State of Advisor Training
Episode 3728th May 2024 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:29:22

Share Episode

Shownotes

For this episode titled “The State of Advisor Training” 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 from Citibank, and Joshua Hinsch from Ameriprise provide insights.

Links

Chapters

Video

More from YouTube