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How to get the rest of your advisors to transition from transactional to advice-based
Episode 45 • 30th January 2025 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:51:10

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In this episode we discuss the journey from transactional to advice-based and the related cultural change including topics like the client engagement process, engineering the transition, related hiring practices, nurturing rookies, and related mistakes to avoid.

Our guests are:

  • Pete Schmidt of BMO Financial Services
  • Brian Venn of California Credit Union

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