Insights | 07.07.21
Podcast: Strategic Roadmap for Second Half of 2021
The newest installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is now live.
This month, we are joined by Pete Dunlap of Citizens Bank, Jim Fujinaga of Hancock Whitney, and Kyle Stroud of Centennial Bank.
In addition to industry trends, our panel discusses the strategic initiatives driving their programs through 2021 and beyond, including:
- Client segmentation,
- Rep force tiering,
- Increasing financial planning,
- Working the bank,
- and becoming a “Trusted Advisor”
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.