Artwork for podcast BISA Industry TrendWatch
Evolution of Business Models in our Channel
Episode 2113th June 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:45:06

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From investment management to wealth management, basic investment guidance to specialty investment guidance (like ESG), commissions to fees, things are changing in our channel. Join Jacinda Norvell, Senior Managing Director at Truist Wealth, and Cheryl Sutter, a leading advisor at American National Bank of Texas, as we discuss where things are headed.

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