BISA Industry TrendWatch

Stathis Partners, LLC.
  • 5,0 (3)
  • МЕНЕДЖМЕНТ
  • ЕЖЕМЕСЯЧНО
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. -1 ДН.

    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 мин.

  2. -5 ДН.

    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 мин.

  3. 9 ДЕК.

    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 мин.

  4. 21 НОЯБ.

    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 мин.

  5. 11 СЕНТ.

    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 мин.

  6. 13 ИЮН.

    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 мин.

  7. 28 МАЯ

    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 мин.

  8. 15 МАР.

    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

    1 ч. 4 мин.
См. все (43)

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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.

Информация

  • Автор
    Stathis Partners, LLC.
  • Годы выхода
    2020 - 2024
  • Выпуски
    43
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2024 Stathis Partners, LLC.
  • Сайт подкаста
    BISA Industry TrendWatch

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