Allan | Jonathon | Wescom | 1Q Game Review – 2Q Game Plan |
Armstrong | Eric Armstrong | Compass Consulting | Managing 2022’s Challenges |
Barhorst | Matt Barhorst | Ameriprise | Being a Best-Practices Program |
Benedict | Karen Benedict | Northwest Financial Advisors | Women in the Lead |
Bichler | Brian Bichler | Atria Wealth | https://www.stathispartners.com/uf/tech-human-balancing-act/ |
Biliter | David Biliter | First Citizens | Being a Best-Practices Program |
Bronnenberg | Ed Bronnenberg | Randolph Brooks CU | Executing Effective Broker-Dealer Due Diligence |
Buerger | Alan Buerger | Coventry | Newest Trends in Life Settlements |
Burger | Keith Burger | Luma Tech | Untangling ESG Investing |
Cahill | Patrick Cahill | Coventry | Newest Trends in Life Settlements |
Cameron | Hugh Cameron | JBC Companies | Newest Trends in Life Settlements |
Campone | James Campone | CFS/SPF | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Campone | James Campone | CFS/SPF | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Capuzzi | Bill Capuzzi | Apex Fintech Solutions | On the Road to Democratizing Investing |
Chillingworth | Chuck Chillingworth | Westland Financial | Servicing the Protection Need |
Clark | Don Clark | Wintrust | https://www.stathispartners.com/uf/meeting-client-communications-expectations/ |
Collier | Gary Collier | Pinnacle | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Consalo | Frank Consalo | Citi | https://www.stathispartners.com/bisa-trendwatch/a-look-ahead |
Corsarie | Bob Corsarie | Fifth Third | https://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020 |
Crowley | Kathy Crowley | Centennial Bank | Women in the Lead |
Cvercko | Dan Cvercko | Farmers National | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Dimula | David Simula | SAFE Credit Union | Servicing the Protection Need |
Dunlap | Pete Dunlap | Citizens Bank | Strategic Roadmap for Second Half of 2021 |
Elias | Eugene Elias | Atria Wealth | https://www.stathispartners.com/uf/tech-human-balancing-act/ |
Ellen | Jane-Ellen Porter | People’s United | https://www.stathispartners.com/bisa-trendwatch/leadership-perspectives-feb-march-2021 |
Emerick | Sheli Emerick | Elevations CU | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Ferry | Jim Ferry | ESSA Bank & Trust | 1Q Game Review – 2Q Game Plan |
Flaherty | Ken Flaherty | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
Ford | Scott Ford | US Bancorp | The Evolution of Investment Services to Wealth Management |
Franke | Steve | Allegacy FCU | Managing 2022’s Challenges |
Fujinaga | Jim Fujinaga | Hancock Whitney | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Fujinaga | Jim Fujinago | Hancock Whitney | Strategic Roadmap for Second Half of 2021 |
George | Mike George | Fulton | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Grellier | Holly Grellier | Addison Ave/First Tech CU | Women in the Lead |
Griffin | Matt Griffin | Steward Concepts | https://www.stathispartners.com/bisa-trendwatch/a-look-ahead |
Gudka | Stephanie Gudka | Bellco CU | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Guerrieri | Sam Guerrieri | Canandaigua | https://www.stathispartners.com/bisa-trendwatch/a-look-ahead |
Haines | Paul Haines | Atlantic Union | https://www.stathispartners.com/bisa-trendwatch/2020-wrap-up |
Haines | Paul Haines | Atlantic Union | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Handy | Brandon Handy | CFS/SPF | https://www.stathispartners.com/uf/tech-human-balancing-act/ |
Hansen | Paul Hansen | Key Bank | https://www.stathispartners.com/bisa-trendwatch/august-2020-month-in-review |
Harris | Wallace Harris Jr. | BMO Harris | https://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review |
Harton | Russ Harton | Cetera | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Henry | David Henry | Financial Independence Group | Newest Trends in Life Settlements |
Herrmann | Scott Herrmann | Elevations CU | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Hershon | Peter Hershon | Coventry | Newest Trends in Life Settlements |
Hinsch | Josh Hinsch | Ameriprise | How Do We Stay Relevant? |
Hinsch | Josh Hinsch | Ameriprise | The Evolution of Investment Services to Wealth Management |
Hockett | Anna Hockett | Doxim | https://www.stathispartners.com/uf/meeting-client-communications-expectations/ |
Hoffman | John Hoffman | Ameriprise | https://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020 |
Holliday | Angela Holliday | Frost | https://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov |
Holliday | Angela Holliday | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
Jacobs | Neal Jacobs | Coventry | Newest Trends in Life Settlements |
Jenner | Scott Jenner | Addison Ave | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Johannes | Brad Johannes | DECU | https://www.stathispartners.com/uf/turning-prospects-into-clients/ |
Kantor | Ross Kantor | Hancock Whitney | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Killgoar | Tim Killgoar | Raymond James | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Killgoar | Tim Killgoar | Raymond James | Continuing Our Channel’s Momentum |
Kleman | Darcy Kleman | Westland Financial | Servicing the Protection Need |
Koll | Rich Koll | Investors Bank | https://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review |
Koll | Rich Koll | Investors Bank | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Kruchten | Steve Kruchten | Raymond James | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Marasciullo | Joe Marasciullo | United Nations Credit Union | On the Road to Democratizing Investing |
Marsh | Richard Marsh | M&T | https://www.stathispartners.com/bisa-trendwatch/2020-wrap-up |
Marx | John Marx | Elevations CU | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
McAnelly | Jay McAnelly | Ameriprise | Executing Effective Broker-Dealer Due Diligence |
McCarthy | Kevin McCarthy | Truist | https://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov |
Meighan | Sean Meighan | Atria Wealth | Untangling ESG Investing |
Melton | Chris Melton | Ameriprise | https://www.stathispartners.com/bisa-trendwatch/2020-wrap-up |
Melton | Chris Melton | Ameriprise | Continuing Our Channel’s Momentum |
Melton | Chris Melton | Ameriprise | Goodbye 2021 Hello 2022 – Lessons Learned |
Mintz | Max Mintz | Common Interests | Untangling ESG Investing |
Miroballi | Mike Miroballi | Huntington | https://www.stathispartners.com/bisa-trendwatch/june-2020-month-in-review/ |
Miroballi | Mike Miroballi | Huntington | Growth Beyond the Branches |
Mitchell | Dorothy Mitchell | US Bancorp | https://www.stathispartners.com/bisa-trendwatch/august-2020-month-in-review |
Mummau | Kevin Mummau | CFS/SPF | https://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020 |
Murray | JC Murray | First Interstate Bank | https://www.stathispartners.com/uf/turning-prospects-into-clients/ |
Nasser | Sam Nasser | Ameriprise | Success Beyond Market Performance |
Nonnengard | Jim Nonnengard | Regions | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Nonnengard | Jim Nonnengard | Regions | 1Q Game Review – 2Q Game Plan |
Nordbeck | Steve Nordbeck | Achieve CU | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Norwood | Jim Norwood | Securities America | Goodbye 2021 Hello 2022 – Lessons Learned |
O'Brien | Dan O'Brien | LPL | Goodbye 2021 Hello 2022 – Lessons Learned |
Olerio | John Olerio | Webster | https://www.stathispartners.com/bisa-trendwatch/june-2020-month-in-review/ |
Orr | Scott Orr | Doxim | https://www.stathispartners.com/uf/meeting-client-communications-expectations/ |
Osman | Arthur Osman | LPL | https://www.stathispartners.com/uf/turning-prospects-into-clients/ |
Overbey | Dan Overbey | Independent Financial | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Pestikas | Jennifer Pestikas | ALEC Credit Union | Women in the Lead |
Pollard | Cynthia Pollard | Gateway Services | https://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely |
Reed | Patrick Reed | YourStake | Untangling ESG Investing |
Rehhaut | Frank Rehhaut | Kinecta Credit Union | Servicing the Protection Need |
Richard | Vance Richard | First Horizon | https://www.stathispartners.com/bisa-trendwatch/leadership-perspectives-feb-march-2021 |
Richter | John Richter | Everyday Life | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Rissman | Gabe Rissman | YourStake | Untangling ESG Investing |
Rodriguez | Marco Rodriguez | Frost Bank | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
Rummel | LeAnn Rummel | Cetera | https://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/ |
Scanlon | James Scanlon | LIMRA | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Searcy | Josh Searcy | Independence Bank | https://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov |
Sease | Tim Sease | South State Bank | Success Beyond Market Performance |
Shields | Jennifer Shields | Midwood Financial | Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption |
Steitz | Justin Steitz | Copper Financial/Community America CU | On the Road to Democratizing Investing |
Stroud | Kyle Stroud | Centennial Bank | Strategic Roadmap for Second Half of 2021 |
Stroud | Kyle Stroud | Centennial Bank | Executing Effective Broker-Dealer Due Diligence |
Su | Ye Su | Partners CU (Disney) | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Surovik | Brian Surovik | Ameriprise | Growth Beyond the Branches |
Tamarkin | Jake Tamarkin | Everyday Life | https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/ |
Thompson | Bob Thompson | S&T Wealth | https://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review |
Tingey | Ryan Tingey | CFS/SPF | https://www.stathispartners.com/uf/tech-human-balancing-act/ |
Totorri | Michael Totorri | First Hawaiian | https://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/ |
Trandafir | Teo Trandafir | UW Credit Union | https://www.stathispartners.com/uf/meeting-client-communications-expectations/ |
Trandafir | Teo Trandafir | UW Credit Union | Servicing the Protection Need |
Venn | Brian Venn | California Credit Union | Executing Effective Broker-Dealer Due Diligence |
Zimmerman | David Zimmerman | Atlantic Union | How Do We Stay Relevant? |