A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank. The two discuss how advisors are choosing between W2 and independent models, consistently improving your firm’s platform, understanding sophisticated credit, having a multi-custodial model, working together and building a culture of respect, and adapting to frequent industry changes.