Sep 29, 202656 min
The annual review is one of the most valuable—and most inconsistently used—client touchpoints in an investment program. Too often, it becomes a backward-looking performance recap instead of a forward-looking...
business
BISA Industry TrendWatch
business · EN
About this Podcast:
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.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
31%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for BISA Industry TrendWatch.
Signup to Generate a PitchQuestions about BISA Industry TrendWatch
What is BISA Industry TrendWatch about?
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 data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.
What has BISA Industry TrendWatch covered recently?
Recent episodes include "Optimizing the Annual Review for Asset Gathering and Retention" (29 September 2026, 56 minutes), "Leveraging Protection Strategies to Increase Wallet Share and Retention - Part Two" (26 August 2026, 53 minutes), and "Leveraging Protection Strategies to Increase Wallet Share and Retention - Part One" (18 August 2026, 48 minutes).
How often does BISA Industry TrendWatch publish?
BISA Industry TrendWatch publishes roughly monthly, with episodes averaging 53 minutes across 64 episodes.
How hard is it to get booked on BISA Industry TrendWatch?
Booking probability for BISA Industry TrendWatch is 31%, and the host is rated Selective on guests. BISA Industry TrendWatch requires a Pod Score of 80 or higher. BISA Industry TrendWatch's contact route on record: public web form.
Who should pitch BISA Industry TrendWatch?
The strongest fits for BISA Industry TrendWatch are Investment Banking & Trading. BISA Industry TrendWatch has a business audience.
About the host
BISA Industry TrendWatch is a business podcast with 64 episodes published.
Host email not verified for this podcastSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Aug 26, 202653 min
Protection strategies are the “glue” that holds a plan together when illness, disability, care needs, or death disrupt it. The advisors and institutions most likely to gather and retain assets are those that ask better...
- Aug 18, 202648 min
This two-part episode discusses how protection planning is both a client-care discipline and a growth strategy. The advisors and institutions most likely to retain assets are those that ask better questions, uncover and...
- Jul 27, 202655 min
Do you have a book segmentation strategy, and if so, how is it structured, and how is it enforced? ... That is the starting point for this episode’s discussion on Advisor Book Segmentation. We then dive into the details...
Episode #60
Advisor Sunsetting Best Practices
Jun 24, 20261h 1mFor episode #60 we discuss the finer points of advisor sunsetting including structure, timelines, book beneficiary selection, earn-out models, preserving relationships, protecting clients, creating opportunities for the...
View More
Episode #59
OneWealth – Fact or Fiction?
Jun 11, 202651 minListen in on this discussion of the realities of OneWealth as we discuss leadership alignment, operational integration, compensation, the client experience, data, and segmentation.
- Apr 24, 202655 min
For this episode we discuss leveraging data for initiatives such as: Enhancing client engagement Increasing wallet share Targeted marketing Recognition of life events Money in motion Measuring the success of your...
Episode #57
Marketing for Organic Growth
Apr 7, 202658 minJoin us for this dynamic discussion where we cover 5the following topics: Targeted digital marketing Fully automated campaigns AI marketing leverage Marketing segmentation Our guests are: John Harshman of First National...
- Mar 23, 202650 min
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...
Episode #55
BISA 2026 & Beyond
Feb 15, 202647 minFor 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...
Episode #54
Leveraging Sales Assistants
Dec 19, 20251h 1mThis episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as: Structuring sales assistant resources Sales assistant gearing ratios Earning a...
- Dec 16, 202555 min
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...
Episode #52
The Evolution of Virtual Meetings
Nov 24, 202550 minIn 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...
Episode #51
Building a Career Path
Nov 21, 202553 minJoin 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...
Episode #50
Being Creative with Compensation
Nov 10, 202556 minWelcome 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...
Episode #49
The Magic of the Discovery Process
Nov 7, 20251h 5mIn this episode with Don Clark of Wintrust and Matt Griffin of Steward Concepts we focus on the best discovery questions and how a good Discovery Process can be the key to your program’s success, and the success of...
- Sep 11, 202543 min
In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics: Should you charge, and if so, how much? What defines a plan? Is bundling serves a...
Episode #47
Structuring a Good Succession Plan
May 13, 202559 minThis episode dives into the finer points of succession planning including the following: the structure of a good succession plan the advisor partnership transition career tracking implications compensation, client...
Episode #46
Navigating Market Volatility
Apr 14, 202528 minThis new podcast episode is derived from the "Breaking News" BISA webinar conducted last week in response to current market conditions. Join John Olerio , BISA President and Head of Wealth Management at Lighthouse CU...
- Jan 30, 202551 min
In this episode we discuss the journey from transactional to advice-based and the related cultural change including topics like the client engagement process, engineering the transition , related hiring practices...
Recent guests
Recent guests on BISA Industry TrendWatch. Study who booked and why before you pitch.
T
Terry Powell
author, professor, mental health advocate, Randolph Brooks Federal Credit Union
K
Kimberly Sterling
Vice President of Health Research, Ameriprise
K
Kevin McCarthy
Managing Director and Head of Market Maker Financing and Clearing, band Vento, Ziggy, Hawk & McCarthy
D
David Chan
Head of Investor Relations, American Academy of Cosmetic Dentistry
Best industries to pitch BISA Industry TrendWatch for
PitchCentric classifies BISA Industry TrendWatch under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Podcasts like BISA Industry TrendWatch
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ