Stathis-Mittel Industry Leadership & Success

About Stathis-Mittel Industry Leadership & Success

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 the Discovery Process • Creating Differentiation in a Commoditized Industry • Book Optimization • Tiered Delivery and Client Segments • Reg BI Implementation • Why We Suck at Insurance and What to Do About It • Profits based on value of services provided, not types of products sold • The Future of Fees • Succession Planning • The Growing Importance of Data Mining

Publisher

Stathis Partners, LLC.

Category

business · business

Language

en

Explicit

No

First episode

5 Jun 2020

Latest episode

16 Jul 2025

Latest episodes

21 episodes in the feed.

1. 

   16 Jul 2025

   Ep 20 Summary and Take-Aways

   This summary provides the key lessons learned and primary take-aways from episode 20, a case study on a turn-key asset protection strategy for financial institutions.

2. 

   16 Jul 2025

   Case Study - Turn-Key Asset Protection

   This episode focuses on a no capital expenditure turn-key initiative to generate non-interest-income by protecting client assets. We dig into the working arrangement between two companies that has generated impressive results in a short period of time. Discussion points include: Data-driven customer segmentation Multi-channel engagement (including direct mail, email, and social media) Robust internal communication to foster customer trust and retention. Add-on lead generation. Our guests are Jim Stuncard from Dollar Bank, and Dan Bonano from Franklin Madison.

3. 

   14 Aug 2024

   Are Boutique Broker Dealers a Best Kept Secret?

   While just about everybody in our audience is familiar with the large broker dealers that serve the bank and credit union channels, there are other options that most are not familiar with. These options tend to be smaller boutique broker dealers that offer their own unique benefits and value propositions which could be very beneficial in many circumstances. In this episode we explore one of those options, Midwestern Securities, a boutique community-first broker dealer and RIA owned and operated by community bankers and financial professionals. Our panelist for this episode are: Mike Graham, CFP®- President and CEO of Midwestern Securities Anne Schutt, CFP®- Vice President, Midwestern Securities Chris Gavin - CEO, Midwest Bank Luke Harl - Financial Advisor and Vice President of Asset Management, FNB Wealth Management at Fairfield National

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings

Podcast Authority Score: 24 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

35

Social presence

0

YouTube

0

Engagement

32

Contact Stathis-Mittel Industry Leadership & Success

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.