How to get the rest of your advisors to transition from transactional to advice-based

Posted on by Scott Stathis

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