Podcast | 12.23.24
Second Story Advisor Success
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, we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition, we dive in to how these second story advisors can be effective mentors.
Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise.