What is Wealth Management?

In addition to discussing how to thrive in a volatile market we follow up on the discussion from our last episode – our channel’s transition from investment services to wealth management. Is it real or window dressing? What are the emerging best-practices?

Topics include:

  • What is Wealth Management?
  • Best-practices during market volatility
  • Advisor tiering
  • Teamwork with Private Banking and Trust
  • Protecting client assets

We also talk about our favorite entertainment, travel, and wine apps!