7 episodes

The Stathis-Mittel Industry Leadership and Success podcast series for the financial institutions wealth management channel is focused on industry leading performance, success stories, case studies, and key business intelligence that will help you meet your leadership and business growth objectives, and help our channel achieve its full potential.

In addition to case studies and discussions of real-time challenges and solutions we will be discussing related issues including the following:

• Lessons Learned from Remote Advisors
• What It Means to be a Trusted Advisor
• The Importance of the Discovery Process
• Creating Differentiation in a Commoditized Industry
• Book Optimization
• Tiered Delivery and Client Segments
• Reg BI Implementation
• Why We Suck at Insurance and What to Do About It
• Profits based on value of services provided, not types of products sold
• The Future of Fees
• Succession Planning
• The Growing Importance of Data Mining

Stathis-Mittel Industry Leadership & Success Stathis Partners, LLC.

    • Business
    • 5.0 • 5 Ratings

The Stathis-Mittel Industry Leadership and Success podcast series for the financial institutions wealth management channel is focused on industry leading performance, success stories, case studies, and key business intelligence that will help you meet your leadership and business growth objectives, and help our channel achieve its full potential.

In addition to case studies and discussions of real-time challenges and solutions we will be discussing related issues including the following:

• Lessons Learned from Remote Advisors
• What It Means to be a Trusted Advisor
• The Importance of the Discovery Process
• Creating Differentiation in a Commoditized Industry
• Book Optimization
• Tiered Delivery and Client Segments
• Reg BI Implementation
• Why We Suck at Insurance and What to Do About It
• Profits based on value of services provided, not types of products sold
• The Future of Fees
• Succession Planning
• The Growing Importance of Data Mining

    Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption

    Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption

    This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.

    We will talk with two program executives, and trainer, and an advisor to learn about effective training strategies, success measurement, and business impact.

    • 35 min
    Executing Effective Broker-Dealer Due Diligence

    Executing Effective Broker-Dealer Due Diligence

    In this episode we talk with industry executives who have recently conducted broker dealer due diligence projects and tackled conversions. We discuss lessons learned and extract best practices.

    • 54 min
    Servicing the Protection Need

    Servicing the Protection Need

    In this episode called “Servicing the Protection Need”, we discuss the critical importance of not only helping clients grow their assets, but also helping them protect their assets.
    We talk with five subject matter experts on topics ranging from leveraging the middle-market dominance of banks for life sales, removing life sales obstacles, the single best way to jump-start life sales, and effective long term care discovery.
    This episode is made possible by support from Westland Financial, and we would like to thank them for their partnership in producing this podcast.
    Hosts:
    https://www.linkedin.com/in/scottstathis/ (Scott Stathis) and https://www.linkedin.com/in/robert-j-mittel-a547306/ (Bob Mittel)
    Discussion Guests:
    https://www.linkedin.com/in/charles-chillingworth-16988b11/ (Chuck Chillingworth) – Westland Financial
    https://www.linkedin.com/in/darcy-kleman-20069211/ (Darcy Kleman) – Westland Financial
    https://www.linkedin.com/in/frank-rehhaut-18953610/ (Frank Rehhaut) – Kinecta Credit Union
    https://www.linkedin.com/in/davidsimula/ (David Simula) – SAFE Credit Union
    https://www.linkedin.com/in/teo-trandafir-0684a78/ (Teo Trandafir) – UW Credit Union
    Sponsoring Partner:
    http://www.westlandinc.com/ (Westland Financial)
    Music Credits:
    Band: A Rusty Something (Nick Simpson)
    Song: Someone New

    • 1 hr 11 min
    Only the Adaptable Survive

    Only the Adaptable Survive

    Change has been non-stop in recent years and adaptability is now the difference between success and failure in our industry. Today’s episode is a discussion with six executives with varying perspectives on how adaptability is critical to future success.
    The discussion covers topics such as the need for strategic change, adapting to reduced branch traffic, recruiting for adaptability, maximizing internal relationships, engendering client trust, and the value of teams.
    This episode is made possible by support from Cetera, and we would like to thank them for their partnership in producing this podcast.
    Hosts:
    Scott Stathis and Bob Mittel
    Discussion Guests:
    LeAnn Rummel from Cetera
    Russ Harton from Cetera
    Jim Nonnengard from Regions
    Rich Koll from Investors Bank
    Steve Nordbeck from Achieva Credit Union
    Dan Cvercko from Farmers National Bank
    Sponsoring Partner:
    https://www.cetera.com/ (Cetera Financial Institutions)
    Music Credits:
    Band: A Rusty Something (Nick Simpson)
    Song: Someone New

    • 1 hr 23 min
    Fixing Life Insurance Sales

    Fixing Life Insurance Sales

    In this episode, titled “Fixing Life Insurance Sales” we focus on achieving success in life insurance sales. The discussion topics include the recent and significant changes in life insurance distribution and purchasing trends, eliminating sales obstacles, client and distribution segmentation strategies, “Term Laddering” approaches, and effective mining of valuable life application data.
    Hosts:
    Scott Stathis and Bob Mittel
    Discussion Guests:
    The episode is a discussion with the following six executives who have each approached this challenge from different perspectives:
    Jake Tamarkin, Founder and CEO of Everyday Life
    John Richter, Chief Distribution Officer at Everyday Life
    James T. Scanlon, Leader of Insurance Research, LIMRA
    James Campone, Executive Director, Program Development, CUSO Financial/Sorrento Pacific
    Dan Overbey, Divisional President of IFP Institutional Services
    Ye Su, VP and Investment Program Manager of Partners Federal Credit Union (Disney)
    Sponsoring Partner:
    https://everydaylifeinsurance.com/ (Everyday Life)
    Music Credits:
    Band: https://soundcloud.com/arustysomething (A Rusty Something) (Nick Simpson)
    Song: Someone New

    • 1 hr 11 min
    Discussion with Our Channel’s Top Program Managers

    Discussion with Our Channel’s Top Program Managers

    This episode is a discussion with some of our channel’s most successful program managers based on Bank Investment Consultant’s 2020 Top Program Manager rankings.
    When assessing these rankings and looking only at the banks that use third-party broker dealers, five out of the top ten program managers from these banks were from Raymond James programs.
    Separately, and as impressively, we noticed that if you filter for just broker dealers that serve the bank channel, Raymond James is #1 in the both the JD Power 2020 advisor satisfaction survey, and their 2020 client satisfaction survey.
    Given these impressive accomplishments we are appreciative that the Raymond James team agree to work with us to produce a podcast featuring insights from five of their top program managers from the bank channel. This discussion dives into the elements that contribute to their success.
    This episode features the following guests:
    Tim Killgoar, National Director, Financial Institutions Division at Raymond James
    Steve Kruchten, Division Director - Central Division at Raymond James
    Gary Collier, Private Wealth Manager at Pinnacle Asset Management
    Mike George, President-Brokerage at Fulton Financial Advisors
    Paul Haines, Managing Director, SVP at Middleburg Financial, Atlantic Union Bank
    Scott Jenner, President/CEO First Tech CU’s Addison Avenue Investment Services
    Michael Totorri, Program Mgr, First Hawaiian Bank
    Sponsoring Partner:
    Raymond James Financial Institutions Division
    Music Credits:
    Band: https://soundcloud.com/arustysomething (A Rusty Something) (Nick Simpson)

    • 1 hr 9 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Vdzanden ,

A professional podcast for financial professionals!

While directed at professionals in the financial institution channel, the issues covered and insights revealed can help financial pros in all channels get inspired to do more to help their clients in all aspects of their financial lives. Excellent production quality, top notch hosts and excellent guests make this one of my favorite podcasts!

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