Podcast | 12.18.24
Leveraging Data for Growth
by: BISA Staff and Stathis-Mittel
In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, guests Brian Venn from California Credit Union and Chris Melton from Ameriprise discuss the following:
- Taking an active approach to data mining
- Leveraging data across channels
- Using data to identify advisory and planning prospects
- Using data to right-size advisor books