Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption

This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.

We will talk with two program executives, and trainer, and an advisor to learn about effective training strategies, success measurement, and business impact.


Scott Stathis and Bob Mittel

Discussion Guests (alphabetical order):

  • Ken Flaherty – SVP Chief Sales Strategy Officer at Frost Brokerage
  • Angela Holliday – President at Frost Brokerage
  • Marco Rodriguez – Wealth Advisor at Frost Brokerage
  • Jennifer Shields – National Training Director at Midwood Financial

Sponsoring Partner:

Midwood Financial

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: Someone New