This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:

• Structuring sales assistant resources
• Sales assistant gearing ratios
• Earning a sales assistant
• Advisor contribution to SA comp
• Sales Assistant career paths

Join Jonathon Allen of Wescom Financial, and Najib Khan of Langley Financial Services, along with Scott Stathis and Bob Mittel as they explore these important elements of teamwork.

A solid CRM strategy is crucial for any financial institution that wants to thrive in today’s competitive environment. This discussion shares strategies and best practices to enhance your customer relationships and grow your program by leveraging data and your CRM solution. Subjects include:

• Creating a single Source of Truth
• Leveraging AI for CRM optimization
• Data and the 360-degree client view
• Advisor adoption

This episode is recorded from a BISA sponsored webinar where we were joined by Solomon Schmidt of KeyCorp and Brian Venn of California Credit Union, with cross-channel insights and commentary provided by Chris Melton from Ameriprise.

In this episode we discuss how the use of video meetings has evolved since the pandemic. How these meetings have been optimized, how client acceptance of these meetings has evolved, the generational impact, remote advisors, and virtual meeting rooms in branches.

Join our guests for this insightful conversation.

• Pete Dunlap – Citizens Bank
• Michael Miroballi – Huntington Bank
• Terrence Powell – Randolph Brooks FCU