BISA Industry TrendWatch

The State of Advisor Training


Listen Later

For this episode titled “The State of Advisor Training” we discuss current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists, David Chan from Citibank, and Joshua Hinsch from Ameriprise provide insights.

...more
View all episodesView all episodes
Download on the App Store

BISA Industry TrendWatchBy Stathis Partners, LLC.

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings