BISA Industry TrendWatch

Stathis Partners, LLC.
  • 5.0 (3)
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  • UPDATED MONTHLY
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. 6D AGO

    Structuring a Good Succession Plan

    This episode dives into the finer points of succession planning including the following: the structure of a good succession planthe advisor partnership transitioncareer tracking implicationscompensation, client transitionsleveraging a good succession plan to differentiate the recruiting process Our guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.

    59 min

  2. APR 14

    Navigating Market Volatility

    This new podcast episode is derived from the "Breaking News" BISA webinar conducted last week in response to current market conditions. Join John Olerio, BISA President and Head of Wealth Management at Lighthouse CU, Kevin McCarthy, SVP at Synovus Securities, and Anthony Saglimbene, Chief Market Strategist at Ameriprise for a timely 30-minute discussion on how you should be working with your clients during extreme market volatility. Topics include: Coaching advisors to handle client anxiety as well as their own anxiety.Managing proactive communication.Building trustHelping clients stay the course.The importance of financial planningLeveraging the learning moment for advisors who don’t do enough financial planning.

    28 min

  3. JAN 30

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

    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

    51 min

  4. 12/23/2024

    Creating Differentiation

    In this discussion with Robert Corsarie, CEO of Fifth Third Securities, and Terry Powell, Investment Program Manager of Randolph Brooks FCU, we discuss differentiation – a critical component of a successful practice. We cover the following: How to create differentiation.How top advisors execute their differentiation strategies.Leveraging niches.Becoming subject matter experts within those niches.

    57 min

  5. 12/20/2024

    Community Building to Win Clients

    In this episode we discuss the following: What effective community building means for a financial institution.How community building helps achieve business objectives.The types of organizations should be targeted for community building.Becoming subject matter experts in the community.Community building success stories. Our guests for the episode are: John Olerio from Lighthouse FCU (and incoming BISA President)Tom Hufton from The State Bank

    55 min

  6. 12/16/2024

    Second Story Advisor Success

    42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how these second story advisors can be effective mentors. Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise.

    44 min

  7. 12/09/2024

    Leveraging Data for Growth

    In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following:  Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books

    59 min

  8. 11/21/2024

    Leveraging Centers of Influence

    Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following: Developing relationships with COIs inside and outside the institution. The best COIs to work with. How to build trust with COIs. Fostering two-way referrals. Community building with COIs

    50 min
See All (47)

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 - 2025
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Stathis Partners, LLC.
  • Show Website
    BISA Industry TrendWatch

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