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Effective Ways to Gather Assets
Episode 25 • 28th October 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:05:34

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For this episode we focus on the most effective ways to gather assets”. Our primary objective as “Trusted Advisors” should be to manage and protect the majority of our client’s assets. That is exactly what being a Trusted Advisor is all about. We will explore how to do this… the discovery process, integration of wealth management into the overall organization, the importance of helping clients protect their assets, etc.

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