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:<ul><li>Pete Schmidt of BMO Financial Services</li><li>Brian Venn of California Credit Union</li></ul>

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 ServicesBrian Venn of California Credit Union

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:<ul><li>Pete Schmidt of BMO Financial Services</li><li>Brian Venn of California Credit Union</li></ul>

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

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

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

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