News | 09.09.20
Podcast: Pandemic Timing, Remote Work and Rate Play
The second installment in the new BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is live. This month features BISA board members Wallace Harris Jr. of BMO Harris and Rich Koll of Investors Bank, along with Bob Thompson of S&T Bank, a client institution of our sponsor, Ameriprise. In addition to an analysis of the monthly trends, listen to these industry experts discuss the surge in three-year fixed annuity sales due to the “rate play,” how the Covid-19 pandemic gave clients time to focus on getting their financial houses in order, and how remote work has forced advisors to not be dependent on their branches for new business.
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.
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