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What is Wealth Management?
Episode 2215th July 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:03:00

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In addition to discussing how to thrive in a volatile market we follow up on the discussion from our last episode - our channel’s transition from investment services to wealth management. Is it real or window dressing? What are the emerging best-practices?

Topics include:

  • What is Wealth Management?
  • Best-practices during market volatility
  • Advisor tiering
  • Teamwork with Private Banking and Trust
  • Protecting client assets

We also talk about our favorite entertainment, travel, and wine apps!

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