Leadership Perspectives | 03.23.21
Podcast: A Look Ahead – Part Two
The newest installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is now live.
Part One of this special edition BISA Industry TrendWatch episode covered the latest trends in the financial institutions channel and a look ahead through 2021 and beyond at the critical strategic initiatives that will drive the future success of our channel.
Part Two picks up the discussion right were we left off in Part One with Frank Consalo of Citi Personal Wealth Management, and Matt Griffin of Steward Concepts, a boutique financial institution affiliated firm. We discuss the need to attract more young talent to our industry, creating trust in advisor/client relationships, selling peace of mind, attracting all the client’s assets, and more.
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.