Artwork for podcast BISA Industry TrendWatch
OneWealth – Fact or Fiction?
Episode 59 • 11th June 2026 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:51:14

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Listen in on this discussion of the realities of OneWealth as we discuss leadership alignment, operational integration, compensation, the client experience, data, and segmentation.

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