June 11, 202651 min
OneWealth – Fact or Fiction?
Listen in on this discussion of the realities of OneWealth as we discuss leadership alignment, operational integration, compensation, the client experience, data, and segmentation.
Episodes
59
Latest episode
Jun 2026
Language
EN
About the show
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.
Listen to episodes
April 24, 202654 min
Mining Gold in Your Database: Using Data to Deepen Relationships and Drive Growth
For this episode we discuss leveraging data for initiatives such as:Enhancing client engagementIncreasing wallet shareTargeted marketingRecognition of life eventsMoney in motionMeasuring the success of your data-centric initiativesJoin our guests Tim Sease of South State Bank and Kimberly Sterling of Ameriprise for this engaging discussion!
April 7, 202657 min
Marketing for Organic Growth
Join us for this dynamic discussion where we cover 5the following topics:Targeted digital marketingFully automated campaignsAI marketing leverageMarketing segmentationOur guests are:John Harshman of First National BankRich Koll of Alma BankLeAnn Rummel of Cetera
March 23, 202650 min
Winning in a Competitive Recruiting Environment
On this episode of BISA TrendWatch we discuss managing through the competitive advisor recruiting environment with Christopher Peacock of Third Coast Bank and Marcos Ubinas of Regions Bank. We cover critical recruiting elements including the following:Strategies for targeted recruitingBalancing home growing talent with recruiting new talentRecruiting next-genersEffectively expressing your value propositionRetaining top talent
February 15, 202646 min
BISA 2026 & Beyond
For this episode we discuss the evolution of BISA, the most influential organization in our industry. Our guests are John Olerio, the current and outgoing President, and Jane-ellen Porter, the incoming President. We cover topics such as:BISA’s evolving value proposition.The growth opportunities for our channel that BISA plans to focus on.The embracing of credit unions by an historically bank-oriented association.Intriguing initiatives on the horizon. Please join us for this unique discussion as we all prepare for this year’s BISA annual conference!
December 19, 20251 hr 1 min
Leveraging Sales Assistants
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:Structuring sales assistant resourcesSales assistant gearing ratiosEarning a sales assistantAdvisor contribution to SA compSales Assistant career pathsJoin 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.
December 16, 202554 min
Maximize your CRM and Elevate Customer Engagement
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 TruthLeveraging AI for CRM optimizationData and the 360-degree client viewAdvisor adoptionThis 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.
November 24, 202549 min
The Evolution of Virtual Meetings
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 BankMichael Miroballi – Huntington BankTerrence Powell – Randolph Brooks FCU
November 21, 202552 min
Building a Career Path
Join Donna McNeely of Kinecta Federal Credit Union and Vance Richard of b1 Bank for episode 51 as we have an insightful discussion on finding and motivating the best associate advisors by designing a compelling and effective career path, as well as mentorships, timelines, and teaming.
November 10, 202556 min
Being Creative with Compensation
Welcome to episode 50!!! In this episode with Alex Sarafianos of Regions and Tory Sherman of Comerica we focus on the creative evolution of compensation structures. We discuss elements including the following:Grid structureScorecard strategiesSecond Story advisor compNon-monetary incentivesAlignment with institutional goals
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