In this episode we discuss what it takes to stay relevant in the wealth management space as acute technology disruptors, generational shifts, and quickly evolving client expectations present existential challenges.
Our panel consists of Mike Prior from Priority Financial Group, a third-party RIA, Jim Fujinaga from Hancock Whitney, and David Zimmerman, who ran the wealth program at Atlantic Union and First Citizens, among others. Discussion topics include the progression towards an RIA-like fiduciary model, engaging the next generation, building trust, and the importance of data in the evolution of our business.
For this episode we discuss “One Wealth” with Rebecca Robinson from Zions, and Erik Pinter from Old National. We ask them about the inherent challenges of integrating all departments related to wealth management into a seamless and integrated offering for the appropriate clients of our institutions, and explore how to make progress towards that goal. We also discuss what “One Wealth” should look like from the perspective of the client.
This month we discuss how to foster cross-departmental relationships to provide integrated wealth management, thoughts on how AI will affect our industry, and how to get better at helping clients protect their assets. Our guests are Don Clark from Wintrust, and Terry Powell from Randolph Brooks.
For this episode we will discuss managing the program and clients through the current banking crisis as well as the interest rate environment. We also continue our exploration of the evolution from “Investment Services” to “Wealth Management”, the value of a Wealth Management program to the institution, how to leverage financial planning, and the importance of helping clients protect their assets.
For this episode with Kevin McCarthy from Synovus and Chris Melton from Ameriprise we discuss strategic initiatives that moved the needle in 2022 and the follow through that is planned for 2023. We will also continue our exploration of the evolution from “Investment Services” to “Wealth Management”. And make sure to listen to the end where we make our Super Bowl predictions!
Disclosure – BISA is not affiliated with Ameriprise Financial, Inc.
For this episode we dig deeper into a subject we’ve started exploring in previous episodes, and that is Wealth Management. Specifically, what is the difference between Investment Services and Wealth Management. How does Trust and Private Banking figure into the equation? How does compensation factor in? How is teamwork optimized across departmental lines? And Rhomes Aur, CEO at First Horizon Advisors, is the perfect guest to explore this with. Rhomes shares valuable insights and the lessons he’s learned over his 35 years with First Horizon Bank.
For this episode we focus on the most effective ways to gather assets”. Our primary objective as “Trusted Advisors” should be to manage and protect the majority of our client’s assets. That is exactly what being a Trusted Advisor is all about. We will explore how to do this… the discovery process, integration of wealth management into the overall organization, the importance of helping clients protect their assets, etc.
This episode focuses on how to leverage the variety of LTC options to close the gap between those that have coverage, and those that need coverage. And doing it in such a way that positions you as a subject matter expert, helps educate your clients, and enables you to become a Trusted Advisor and grow your asset base. To do this we have assembled a group of subject matter experts from three different facets of our industry.
Four top women advisors discuss topics such as what has contributed to their success, advice they have for male advisors, advice for firms looking to hire more women advisors, and the importance of effectively attracting and serving the women’s market.
We would like to thank Raymond James for partnering with us to make this episode possible.
In this special episode of Industry Leadership & Success called “Optimizing Advisor Recruiting” Jennifer Tedder of Cetera Financial Institutions interviews Scott Stathis on how to successfully optimize the advisor recruiting process. Topics include the following:
- How the most successful firms recruit advisors
- Adding the necessary rigor to the recruiting process
- When to add more advisors
- Adding specialty advisors
- Biggest mistakes made during recruiting advisors
We would like to thank Cetera Financial Institutions for partnering with us to make this episode possible.