Showing results by author "Stathis Partners LLC." in All Categories

If you’re part of an executive team managing an investment program it is virtually impossible to keep up with the evolution of the technology offerings related to your business. The objective of this podcast series is to help you find clarity in the technology cacophony. Technology in general, and your wealth management platform specifically, has become a primary differentiator in a commoditized market. Leveraging the right technology provides a significant competitive advantage yet weeding through and understanding the myriad of technological offerings is daunting. This is compounded by the...

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

The Stathis-Mittel Industry Leadership and Success podcast series for the financial institutions wealth management channel is focused on industry leading performance, success stories, case studies, and key business intelligence that will help you meet your leadership and business growth objectives, and help our channel achieve its full potential. In addition to case studies and discussions of real-time challenges and solutions we will be discussing related issues including the following: • Lessons Learned from Remote Advisors • What It Means to be a Trusted Advisor • The Importance of ...