SOFI Meets... Anna Bartholomew - SOFI meets...

What this episode covers

Anna Bartholomew, Partnership Services Director at the Openwork Partnership, joins Stuart Breyer to kick-start Season 3 to explore why the client onboarding process has never mattered more - and what the gap between best practice and common mistakes means for advice at scale. With nearly 4,800 advisors across the partnership, her perspective on human value in an AI-driven landscape is directly relevant to wealth platforms and distribution leaders across the institutional space.

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Frequently Asked Questions

How long is this episode of SOFI meets...?

This episode is 8 minutes long.

When was this SOFI meets... episode published?

This episode was published on June 12, 2026.

What is this episode about?

Anna Bartholomew, Partnership Services Director at the Openwork Partnership, joins Stuart Breyer to kick-start Season 3 to explore why the client onboarding process has never mattered more - and what the gap between best practice and common mistakes...

Can I download this SOFI meets... episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.