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.

These podcasts are published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.

Episode Listing

17 – The Emergence of Optimized Licensed Branch Employee Programs

16 – The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

15 – The Convergence of Investments, Trust, and Private Banking – Pt 1

14 – Leveraging Financial Planning to Attract and Retain Assets

13 – The Next Wave of Gathering & Retaining Assets

12 – Leveraging LTC Options to Enhance Client Relationships

11 – Top Women Advisors Unpack Success

10 – Optimizing Advisor Recruiting

09 – Deepening Client Relationships and Increasing AUM with Policy Reviews

08 – Newest Trends in Life Settlements

07 – Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption

06 – Executing Effective Broker-Dealer Due Diligence

05 – Servicing the Protection Need

04 – Only the Adaptable Survive

03 – Fixing Life Insurance Sales

02 – Discussion with Our Channel’s Top Program Managers

01 – Lessons Learned from Working the COVID Crisis Remotely

Please subscribe to our podcasts on your favorite platform and be sure to join us for future episodes on subjects like creating differentiation in a commoditized industry, enhancing the discovery process, being a “trusted advisor”, book optimization, and more.