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

BISA Industry TrendWatch
30/01/2025 51 min Episodio 45
How to get the rest of your advisors to transition from transactional to advice-based

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Episode Synopsis

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
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