Stathis-Mittel Industry Leadership & Success

Stathis-Mittel 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. In addition to case studies and discussions of real-time challenges and solutions we will be discussing related issues including the following: • Lessons Learned from Remote Advisors • What It Means to be a Trusted Advisor • The Importance of the Discovery Process • Creating Differentiation in a Commoditized Industry • Book Optimization • Tiered Delivery and Client Segments • Reg BI Implementation • Why We Suck at Insurance and What to Do About It • Profits based on value of services provided, not types of products sold • The Future of Fees • Succession Planning • The Growing Importance of Data Mining This episode focuses on how to leverage the variety of LTC options to close the gap between those that have coverage, and those that need coverage. And doing it in such a way that positions you as a subject matter expert, helps educate your clients, and enables you to become a Trusted Advisor and grow your asset base. To do this we have assembled a group of subject matter experts from three different facets of our industry.

Recent Episodes

  • Leveraging Long Term Care Options to Enhance Client Relationships

    2 weeks ago
  • Top Women Advisors Unpack Success

    3 weeks ago
  • Optimizing Advisor Recruiting

    1 month ago
  • Deepening Client Relationships and Increasing AUM with Policy Reviews

    4 months ago
  • Newest Trends in Life Settlements

    9 months ago
  • Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption

    11 months ago
  • Executing Effective Broker-Dealer Due Diligence

    12 months ago
  • Servicing the Protection Need

    1 year ago
  • Only the Adaptable Survive

    2 years ago
  • Fixing Life Insurance Sales

    2 years ago