BISA Industry TrendWatch

Stathis Partners, LLC.
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BISA Industry TrendWatch

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

  1. SEP 11

    Fostering Cross-Departmental Cooperation

    In this episode we discuss working effectively as a team cross-departmentally to better and more seamlessly service a broader array of client needs, and consequently manage more assets. We cover subjects that include embracing the value propositions of other departments, collaborative discovery meetings, and supercharging referral flow. Our guest is Merrill Stewart of Allegacy Federal Credit Union who has done a very impressive job of integrating wealth management into the institution and unifying the organization.

    46 min

  2. JUN 13

    Leveraging Advisor Mentorships

    In this episode we will discuss the following: Successful advisor mentorship structuresRookie advisor career pathingSuccession planning mentorshipsMentorship mistakes to avoid Our guests for this discussion are… Solomon Schmidt – National Executive of Wealth – Key Investment ServicesMatthew Griffin - Managing Director – Steward Concepts (Family Trust CU)Jason Driver – Financial Advisor – Steward Concepts (Family Trust CU) Join us for valuable insights on implementing a successful mentorship program!

    58 min

  3. MAY 28

    The State of Advisor Training

    For this episode titled “The State of Advisor Training” we discuss current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists, David Chan from Citibank, and Joshua Hinsch from Ameriprise provide insights.

    29 min

  4. MAR 15

    Leveraging Technology to Gather Assets

    In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise’s Advisor Business Development Group

    1h 4m

  5. FEB 25

    Exceeding Client Expectations

    In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness.

    1h 1m

  6. 11/13/2023

    Life Insurance Awareness Should Be All Year - Pt. 2

    In part two of this episode we will continue our discussion about the importance of servicing protection needs based on our believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability. Our guests once again are… Jonathan Allen – Wescom Financial ServicesRyan Hughbanks – AmeripriseDavid Jabczenski – Wescom Financial ServicesLisa Young – Rise Private Wealth Management

    45 min

  7. 11/05/2023

    Life Insurance Awareness Should Be All Year - Pt. 1

    This episode was recorded in September, which is life insurance awareness month. As many of our listeners know we passionately believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And life insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability. So life insurance awareness month should be perpetual, and that is the core of today’s discussion with the following guests: Jonathan Allen – Wescom Financial ServicesRyan Hughbanks – AmeripriseDavid Jabczenski – Wescom Financial ServicesLisa Young – Rise Private Wealth Management

    47 min

  8. 08/28/2023

    The Advisor Recruiting Dilemma – Part II

    This episode is a continuation of last month’s episode on advisor recruiting. We are joined by Bob Corsarie from Fifth Third Bank, and Iain Balfour from Ameriprise to discuss topics including recruiting the next generation of financial advisors, female advisors, recruiting internally, leveraging internships, mentorships, social media, and technology. As well as the best sources for candidates.

    57 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

Information

  • Creator
    Stathis Partners, LLC.
  • Years Active
    2020 - 2024
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © Copyright 2024 Stathis Partners, LLC.
  • Show Website
    BISA Industry TrendWatch

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