BISA Industry TrendWatch

BISA Industry TrendWatch

Por: 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 charge.
52 episodios disponibles

Latest episodes of the podcast BISA Industry TrendWatch

The Evolution of Virtual Meetings 24/11/2025
Building a Career Path 21/11/2025
Being Creative with Compensation 10/11/2025
The Magic of the Discovery Process 07/11/2025
Financial Planning – To Charge or Not to Charge 11/09/2025
Structuring a Good Succession Plan 13/05/2025
Navigating Market Volatility 14/04/2025
How to get the rest of your advisors to transition from transactional to advice-based 30/01/2025
Creating Differentiation 23/12/2024
Community Building to Win Clients 20/12/2024
Second Story Advisor Success 16/12/2024
Leveraging Data for Growth 09/12/2024
Leveraging Centers of Influence 21/11/2024
Fostering Cross-Departmental Cooperation 11/09/2024
Leveraging Advisor Mentorships 13/06/2024
The State of Advisor Training 28/05/2024
Leveraging Technology to Gather Assets 15/03/2024
Exceeding Client Expectations 25/02/2024
Life Insurance Awareness Should Be All Year - Pt. 2 13/11/2023
Life Insurance Awareness Should Be All Year - Pt. 1 05/11/2023
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