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?
- 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!