BISA Industry TrendWatch
By Stathis Partners, LLC.
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Category: Management
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Episodes: 60
Description
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.
| Episode | Date |
|---|---|
|
Advisor Sunsetting Best Practices
|
Jun 24, 2026 |
|
OneWealth – Fact or Fiction?
|
Jun 11, 2026 |
|
Mining Gold in Your Database: Using Data to Deepen Relationships and Drive Growth
|
Apr 24, 2026 |
|
Marketing for Organic Growth
|
Apr 07, 2026 |
|
Winning in a Competitive Recruiting Environment
|
Mar 23, 2026 |
|
BISA 2026 & Beyond
|
Feb 15, 2026 |
|
Leveraging Sales Assistants
|
Dec 19, 2025 |
|
Maximize your CRM and Elevate Customer Engagement
|
Dec 16, 2025 |
|
The Evolution of Virtual Meetings
|
Nov 24, 2025 |
|
Building a Career Path
|
Nov 21, 2025 |
|
Being Creative with Compensation
|
Nov 10, 2025 |
|
The Magic of the Discovery Process
|
Nov 07, 2025 |
|
Financial Planning – To Charge or Not to Charge
|
Sep 11, 2025 |
|
Structuring a Good Succession Plan
|
May 13, 2025 |
|
Navigating Market Volatility
|
Apr 14, 2025 |
|
How to get the rest of your advisors to transition from transactional to advice-based
|
Jan 30, 2025 |
|
Creating Differentiation
|
Dec 23, 2024 |
|
Community Building to Win Clients
|
Dec 20, 2024 |
|
Second Story Advisor Success
|
Dec 16, 2024 |
|
Leveraging Data for Growth
|
Dec 09, 2024 |
|
Leveraging Centers of Influence
|
Nov 21, 2024 |
|
Fostering Cross-Departmental Cooperation
|
Sep 11, 2024 |
|
Leveraging Advisor Mentorships
|
Jun 13, 2024 |
|
The State of Advisor Training
|
May 28, 2024 |
|
Leveraging Technology to Gather Assets
|
Mar 15, 2024 |
|
Exceeding Client Expectations
|
Feb 25, 2024 |
|
Life Insurance Awareness Should Be All Year - Pt. 2
|
Nov 13, 2023 |
|
Life Insurance Awareness Should Be All Year - Pt. 1
|
Nov 05, 2023 |
|
The Advisor Recruiting Dilemma – Part II
|
Aug 28, 2023 |
|
The Advisor Recruiting Dilemma
|
Jul 10, 2023 |
|
Trust, Private Banking, Brokerage, Insurance - One Wealth
|
Jun 07, 2023 |
|
Cross-Departmental Cooperation
|
May 08, 2023 |
|
Staying the Course During Crisis
|
Apr 08, 2023 |
|
What’s Working Now
|
Feb 06, 2023 |
|
Investment Services vs. Wealth Management – What’s the Difference?
|
Dec 22, 2022 |
|
Effective Ways to Gather Assets
|
Oct 28, 2022 |
|
On Being a Trusted Advisor – Part 2
|
Sep 06, 2022 |
|
Being a Trusted Advisor
|
Aug 04, 2022 |
|
What is Wealth Management?
|
Jul 15, 2022 |
|
Evolution of Business Models in our Channel
|
Jun 13, 2022 |
|
The Evolution of Investment Services to Wealth Management
|
May 04, 2022 |
|
Managing 2022’s Challenges
|
Apr 04, 2022 |
|
Women in the Lead
|
Mar 24, 2022 |
|
Growth Beyond the Branches
|
Jan 26, 2022 |
|
Goodbye 2021 Hello 2022 – Lessons Learned
|
Jan 05, 2022 |
|
How Do We Stay Relevant?
|
Nov 07, 2021 |
|
Being a Best-Practices Program
|
Oct 11, 2021 |
|
Success Beyond Market Performance
|
Aug 30, 2021 |
|
Continuing Our Channel’s Momentum
|
Aug 23, 2021 |
|
Strategic Roadmap for Second Half of 2021
|
Jul 06, 2021 |
|
1Q Game Review – 2Q Game Plan
|
May 27, 2021 |
|
Leadership Perspectives – Feb-March 2021
|
Apr 05, 2021 |
|
A Look Ahead – Part Two
|
Mar 19, 2021 |
|
A Look Ahead – Part One
|
Mar 11, 2021 |
|
2020 Wrap-Up
|
Jan 28, 2021 |
|
Month in Review – Oct/Nov 2020
|
Dec 04, 2020 |
|
Month in Review – Sept/Oct 2020
|
Nov 04, 2020 |
|
August 2020 Month in Review
|
Oct 06, 2020 |
|
July 2020 Month in Review
|
Sep 09, 2020 |
|
June 2020 Month in Review
|
Aug 07, 2020 |