
BISA Industry TrendWatch
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.
45 episodes • 0 archived •
E45How to get the rest of your advisors to transition from transactional to advice-based
January 30
51 mins
E44Creating Differentiation
Dec 23, 2024
56 mins
E43Community Building to Win Clients
Dec 20, 2024
55 mins
E42Second Story Advisor Success
Dec 16, 2024
44 mins
E41Leveraging Data for Growth
Dec 9, 2024
58 mins
E40Leveraging Centers of Influence
Nov 21, 2024
49 mins
E39Fostering Cross-Departmental Cooperation
Sep 11, 2024
45 mins
E38Leveraging Advisor Mentorships
Jun 13, 2024
57 mins
E37The State of Advisor Training
May 28, 2024
29 mins
E36Leveraging Technology to Gather Assets
Mar 15, 2024
1h 3m