Leadership Perspectives | 03.15.21
Podcast: A Look Ahead – Part One
The newest installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is now live.
In Part One of this special edition of BISA Industry TrendWatch titled “A Look Ahead – 2021 and Beyond”, not only will we cover the latest trends in the financial institutions channel but will we also look ahead through 2021 and beyond at the critical strategic initiatives that will drive the future success of our channel.
For this discussion we are joined by Frank Consalo of Citi Personal Wealth Management, Sam Guerrieri of Canandaigua National Bank & Trust, and Matt Griffin of Steward Concepts. Matt is a high-end Managing Partner of a six-person team who exemplifies a model that may drive our future growth.
This special episode is presented in two parts.
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 new 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.
Please subscribe to our podcasts on your favorite platform and be sure to join us for future episodes.