BISA Industry TrendWatch
Stathis Partners, LLC.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 ... more
| Publishes | Daily | Episodes | 54 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:
• Structuring sales assistant resources
• Sales assistant gearing ratios
• Earning a sales assistant
• Advisor ... more
A solid CRM strategy is crucial for any financial institution that wants to thrive in today’s competitive environment. This discussion shares strategies and best practices to enhance your customer relationships and grow your program by leveraging dat... more
In this episode we discuss how the use of video meetings has evolved since the pandemic. How these meetings have been optimized, how client acceptance of these meetings has evolved, the generational impact, remote advisors, and virtual meeting rooms... more
Join Donna McNeely of Kinecta Federal Credit Union and Vance Richard of b1 Bank for episode 51 as we have an insightful discussion on finding and motivating the best associate advisors by designing a compelling and effective career path, as well as m... more
Welcome to episode 50!!!
In this episode with Alex Sarafianos of Regions and Tory Sherman of Comerica we focus on the creative evolution of compensation structures. We discuss elements including the following:
• Grid structure
• Scorecard strategi... more
In this episode with Don Clark of Wintrust and Matt Griffin of Steward Concepts we focus on the best discovery questions and how a good Discovery Process can be the key to your program’s success, and the success of advisors in general.
A good Discov... more
In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics:
• Should you charge, and if so, how much?
• What defines a plan?
• Is bundling serves a better strategy than charging for pl... more
This episode dives into the finer points of succession planning including the following:
• the structure of a good succession plan
• the advisor partnership transition
• career tracking implications
• compensation, client transitions
• leveraging a ... more
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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1. The Daily
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BISA Industry TrendWatch launched 5 years ago and published 54 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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