Increasing Business Intelligence Through Knowledge Exchange

Be the 10%

90% of everything is unexceptionally uniform. Don’t be that program. Don’t be that advisor. Don’t be that 90%.

tathis Partners
was formed based on the valued relationships we’ve developed in the bank and credit union investment and insurance services space. Our objective is to work with the executives in the channel we know and respect so that together we can leverage our combined experiences and connections to help those we work with achieve their business growth objectives. Please use the links above which describe ways in which we provide business intelligence to strengthen our clients’ leadership roles.

(If you want to know what we’re all about listen to the full podcast HERE.)

We strive to be a catalyst for valued knowledge exchange which helps you meet your leadership objectives and our channel achieve its competitive potential.

  • We generate more revenue for banks and credit unions by helping them optimize their programs and solve for multiple client needs. Success is ultimately all about number of needs served.
  • We are obsessed with business development. We all have aggressive business growth objectives. We want to be part of the team that helps you achieve them. Our objective is to provide serious multiples on your investment with us.
  • We know how to benchmark your program against your peers to identify your firm’s strengths as well as your valuable development opportunities. We will help you leverage your strengths and benefit from your development opportunities.
  • We know the wealth management ecosystem – the good, the bad, and the ugly. We are facilitators who can help you find the fastest way to get to your firm’s vision of future success.

Stathis Partners Business Intelligence Contributions

In addition to our series of PODCASTS we’ve had the following content published on industry trade sites:

Article: A New Approach to Life Sales – BISA Portfolio – February 2021

Videocast: Virtual Meeting Best Practices (Show & Tell) – Oct 2020

Article: Why We Suck at Insurance – BISA Portfolio, February 2020

WhitepaperWhy an Investment Program Is Critical to the Future of Banking – Cetera Sponsored, May 2019

Article: Differentiation in a Commoditized Industry – Bank Investment Consultant, May 2019

Article: Why Advisors Must Up Their Game – BISA Portfolio, April 2019

Article: Strategies for Increasing Insurance Sales – BISA Portfolio, Sept 2018

ArticleInvestment Program Revenue Compression Running at 27 Percent – BISA Portfolio, July 2018

Article: 10 Trends that will Reshape Our Channel – BISA Portfolio, June 2018

Article: Nine questions every program manager should be asking – May 2018

Podcast: Banks struggle to keep HNW clients – April 2017

Article: The inflection point and the fate of your business – March 2017

ArticleWhy wealthy clients don’t like investing through the bank – March 2017

Article: Achieving profitability in a fiduciary age by Scott Stathis – Oct 2016

Article: Your next awards trip will: A) not exist, or B) be at a Motel 6 – Oct 2016

Television Interview: Scott Stathis on the DoL Fiduciary RuleAug 2016

Language of Business Interview