Four top women advisors discuss topics such as what has contributed to their success, advice they have for male advisors, advice for firms looking to hire more women advisors, and the importance of effectively attracting and serving the women’s market.
We would like to thank Raymond James for partnering with us to make this episode possible.
In this special episode of Industry Leadership & Success called “Optimizing Advisor Recruiting” Jennifer Tedder of Cetera Financial Institutions interviews Scott Stathis on how to successfully optimize the advisor recruiting process. Topics include the following:
We would like to thank Cetera Financial Institutions for partnering with us to make this episode possible.
This best-practices discussion with a panel of three subject matter experts focuses on leveraging the policy review process to enable advisors to do a better job helping clients protect their assets. We’ve always said that if an advisor is helping clients grow their assets but not protect their assets, they are doing only half their job. Servicing the protection need is a relationship development opportunity and helps significantly in the asset gathering process.
What’s Driving Life Settlement Growth?
The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us and a panel of subject matter experts as we examine current market trends in life settlements and how you can leverage this important financial tool.
Topics we will explore include:
Hosts
Scott Stathis and Bob Mittel
Guests
Sponsoring Partner:
Coventry
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New
This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.
We learn about effective training strategies, success measurement, and business impact.
Hosts:
Discussion Guests (alphabetical order):
Sponsoring Partner:
Midwood Financial
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New
In this episode we talk with industry executives who have recently conducted broker dealer due diligence projects and tackled conversions. We discuss lessons learned and extract best practices.
In this episode called “Servicing the Protection Need”, we discuss the critical importance of not only helping clients grow their assets, but also helping them protect their assets.
We talk with five subject matter experts on topics ranging from leveraging the middle-market dominance of banks for life sales, removing life sales obstacles, the single best way to jump-start life sales, and effective long term care discovery.
This episode is made possible by support from Westland Financial, and we would like to thank them for their partnership in producing this podcast.
Hosts:
Discussion Guests:
Sponsoring Partner:
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New
Change has been non-stop in recent years and adaptability is now the difference between success and failure in our industry. Today’s episode is a discussion with six executives with varying perspectives on how adaptability is critical to future success.
The discussion covers topics such as the need for strategic change, adapting to reduced branch traffic, recruiting for adaptability, maximizing internal relationships, engendering client trust, and the value of teams.
This episode is made possible by support from Cetera, and we would like to thank them for their partnership in producing this podcast.
Hosts:
Scott Stathis and Bob Mittel
Discussion Guests:
Sponsoring Partner:
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New
In this episode, titled “Fixing Life Insurance Sales” we focus on achieving success in life insurance sales. The discussion topics include the recent and significant changes in life insurance distribution and purchasing trends, eliminating sales obstacles, client and distribution segmentation strategies, “Term Laddering” approaches, and effective mining of valuable life application data.
Hosts:
Scott Stathis and Bob Mittel
Discussion Guests:
The episode is a discussion with the following six executives who have each approached this challenge from different perspectives:
Sponsoring Partner:
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New
This episode is a discussion with some of our channel’s most successful program managers based on Bank Investment Consultant’s 2020 Top Program Manager rankings.
When assessing these rankings and looking only at the banks that use third-party broker dealers, five out of the top ten program managers from these banks were from Raymond James programs.
Separately, and as impressively, we noticed that if you filter for just broker dealers that serve the bank channel, Raymond James is #1 in the both the JD Power 2020 advisor satisfaction survey, and their 2020 client satisfaction survey.
Given these impressive accomplishments we are appreciative that the Raymond James team agree to work with us to produce a podcast featuring insights from five of their top program managers from the bank channel. This discussion dives into the elements that contribute to their success.
This episode features the following guests:
Sponsoring Partner:
Raymond James Financial Institutions Division
Music Credits:
Band: A Rusty Something (Nick Simpson)