BISA Industry TrendWatch
Stathis Partners, LLC.
Outreach Signals
Publishing Details
About This Podcast
Podcasting 2.0 Features
Explore Statistics
Recent Episodes
OneWealth – Fact or Fiction?
Listen in on this discussion of the realities of OneWealth as we discuss leadership alignment, operational integration, compensation, the client experience, data, and segmentation.
Mining Gold in Your Database: Using Data to Deepen Relationships and Drive Growth
For this episode we discuss leveraging data for initiatives such as:Enhancing client engagementIncreasing wallet shareTargeted marketingRecognition of life eventsMoney in motionMeasuring the success…
Marketing for Organic Growth
Join us for this dynamic discussion where we cover 5the following topics:Targeted digital marketingFully automated campaignsAI marketing leverageMarketing segmentationOur guests are:John Harshman of…
Winning in a Competitive Recruiting Environment
On this episode of BISA TrendWatch we discuss managing through the competitive advisor recruiting environment with Christopher Peacock of Third Coast Bank and Marcos Ubinas of Regions Bank. We cover…
BISA 2026 & Beyond
For this episode we discuss the evolution of BISA, the most influential organization in our industry. Our guests are John Olerio, the current and outgoing President, and Jane-ellen Porter, the…
Leveraging Sales Assistants
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:Structuring sales assistant resourcesSales assistant gearing…
Maximize your CRM and Elevate Customer Engagement
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…
The Evolution of Virtual Meetings
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…
Building a Career Path
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…
Being Creative with Compensation
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…
The Magic of the Discovery Process
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…
Financial Planning – To Charge or Not to Charge
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…
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…
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…
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…
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…
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…
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…
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…
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…
Frequently Asked Questions
BISA Industry TrendWatch has published 59 episodes since August 2020, covering topics in Business, Investing.
BISA Industry TrendWatch is currently highly active with new episodes monthly. Average episode length is 51m.
Similar Podcasts
A Book with Legs
Smead Capital Management
126 episodes
The Meb Faber Show - Better Investing
The Idea Farm
701 episodes
Jake & Gino: Real Estate Investing & Multifamily
Jake & Gino
1,342 episodes
Real Estate Investing Mastery Podcast
Joe McCall
974 episodes
Big Technology Podcast
Alex Kantrowitz
534 episodes
Exit Rich
Michelle Seiler Tucker
145 episodes