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2020 Wrap-Up
Episode 628th January 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:04:42

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In this special extended 2020 wrap-up episode we discuss the road ahead with Paul Haines of Middleburg Financial/Atlantic Union Bank, Richard Marsh of M&T Securities, and Chris Melton of Ameriprise.

 In addition to where trends are leading us, the discussion includes how financial planning strategies are driving business growth, a focus on growing existing books of business, how advisory business is re-defining our channel, thoughts on the evolution of fee-for-service models, and the thinking behind transitioning from running your own broker-dealer to leveraging a third-party broker dealer.