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Being a Trusted Advisor
Episode 23 • 4th August 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:49:23

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For this episode, in addition to trends in our channel, we will discuss what it means to be a Trusted Advisor within the evolving landscape of Wealth Management. Our guests are a successful advisor and his manager from Regions Investment Services. Topics include:

  • Engendering trust to attract and retain assets
  • Differentiating your process
  • Managing through volatility
  • Segmentation
  • Leveraging staff

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