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A Look Ahead – Part Two
Episode 819th March 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:44:58

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Part Two picks up the discussion right were we left off in Part One with Frank Consalo of Citi Personal Wealth Management, and Matt Griffin of Steward Concepts, a boutique financial institution affiliated firm. We discuss the need to attract more young talent to our industry, creating trust in advisor/client relationships, selling peace of mind, attracting all the client’s assets, and more.