What’s the difference between “Investment Services” and “Wealth Management”, and how do we transition from one to the other? That’s what we discuss in this episode of BISA TrendWatch.
Our panelists are Scott Ford from US Bancorp and Josh Hinsch from Ameriprise.
In addition to defining true Wealth Management, we discuss advisor tiering, a team-based approach, and attracting top talent.
We also discuss the strangest food we’ve ever eaten 🙂