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!