01.06.22
Goodbye 2021, Hello 2022 – Lessons Learned
by: BISA Staff
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
In this episode, Chris Melton of Ameriprise, Jim Norwood of Securities America and Dan O’Brian of LPL join us for discussion on:
- New measurements of success
- Reinvention of branches
- Fee-for-service
- Providing choice – the RIA factor
- Attracting the NextGens
Listen now!
The program puts a new spin on the Stathis Partners monthly industry benchmarking study by bringing together industry leaders to examine monthly data in the context of industry trends. The BISA Industry TrendWatch podcast is published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.