"Starting a new practice can be a huge undertaking. We understand the many complexities involved and are fully equipped to provide a seamless transition experience and ongoing administrative, operational and technical support to the individuals who partner with us," said Don Bizub, President of WIS. "We exist to delight financial professionals. Every day, our focus is to deliver full-service support so they can focus on delivering customized, non-proprietary solutions to their clients."
An action-packed 2-day online event, the BD Operations Summit will provide an opportunity for C-Suite decision makers to meet industry subject matter experts and thought leaders. Hear best-practices and learn about new solutions that can benefit your firm. Don Bizub, President of Western International Securities, will take part in an Executive Panel titled "Boosting Performance with the Right Partners".
"We are excited to be working with a group of such exceptional wealth management innovators," said Don Bizub, President of Western International Securities, who is now a part of Atria's executive leadership team. "Their commitment and focus on elevating the advisor and end-client experience with unique solutions in the wealth management industry completely aligns with our vision and better positions us to serve advisors."