BISA Industry TrendWatch
Stathis Partners, LLC.
5.0from 5 ratings
- 64
- Episodes
- 1
- Transcribed
- 5
- Ratings
- Monthly
- Cadence
- 2020
- First episode
About BISA Industry TrendWatch
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.
- Publisher
- Stathis Partners, LLC.
- Category
- business · business · business
- Language
- en
- Explicit
- No
- First episode
- 7 Aug 2020
- Latest episode
- 29 Sept 2026
Latest episodes
1 of 64 episodes have a transcript.
29 Sept 2026
Optimizing the Annual Review for Asset Gathering and Retention
26 Aug 2026
Leveraging Protection Strategies to Increase Wallet Share and Retention - Part Two
18 Aug 2026
Leveraging Protection Strategies to Increase Wallet Share and Retention - Part One
Inside a recent episode
1Q Game Review – 2Q Game Plan
Published 27 May 2021 · Transcript excerpt
[…] And one of the things that we've really worked hard on is to get a full -blown, you know, comprehensive financial plan done for all of our clients in the program. And we feel that that, you know, deeper dive, that value add that we get to then really does uncover additional assets, and, you know, how people plan to the future. So it's been an effort on multi -fronts, but it seems like it's really working well for us. Yeah, no, that's great. And I know you partner with the MaraPrize as your broker dealer, and they're very planning focused, so that must have helped. You know, what's interesting is we hear over and over again through these podcast discussions that there are, and I'm going to simplify this, but two types of advisors out there related to how they reacted to the pandemic. […]
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See plansWho has been a guest on BISA Industry TrendWatch
Names identified in recent episode analyses. Showing up to five guests.
- Najib Khan
- Jim Fujinaga
- Jeffery Roy
- Russ Harton
- Alex Sarafianos
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 5 ratings
Podcast Authority Score: 25 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 26
- Social presence
- 0
- YouTube
- 0
- Engagement
- 60
Contact BISA Industry TrendWatch
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about BISA Industry TrendWatch
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does BISA Industry TrendWatch take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
1 of 64 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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