Sortable Podcast Guest Directory

Last NameFull NameCompanyEpisode Link
AllanJonathonWescom1Q Game Review – 2Q Game Plan
ArmstrongEric ArmstrongCompass ConsultingManaging 2022’s Challenges
Barhorst Matt BarhorstAmeripriseBeing a Best-Practices Program
BenedictKaren BenedictNorthwest Financial AdvisorsWomen in the Lead
BichlerBrian BichlerAtria Wealthhttps://www.stathispartners.com/uf/tech-human-balancing-act/
BiliterDavid BiliterFirst CitizensBeing a Best-Practices Program
BronnenbergEd BronnenbergRandolph Brooks CUExecuting Effective Broker-Dealer Due Diligence
BuergerAlan BuergerCoventryNewest Trends in Life Settlements
BurgerKeith BurgerLuma TechUntangling ESG Investing
CahillPatrick CahillCoventryNewest Trends in Life Settlements
CameronHugh CameronJBC CompaniesNewest Trends in Life Settlements
CamponeJames CamponeCFS/SPFhttps://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
CamponeJames CamponeCFS/SPFhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
CapuzziBill CapuzziApex Fintech SolutionsOn the Road to Democratizing Investing
ChillingworthChuck ChillingworthWestland FinancialServicing the Protection Need
ClarkDon ClarkWintrusthttps://www.stathispartners.com/uf/meeting-client-communications-expectations/
CollierGary CollierPinnaclehttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
ConsaloFrank ConsaloCitihttps://www.stathispartners.com/bisa-trendwatch/a-look-ahead
CorsarieBob CorsarieFifth Thirdhttps://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020
CrowleyKathy CrowleyCentennial BankWomen in the Lead
CverckoDan CverckoFarmers Nationalhttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
DimulaDavid SimulaSAFE Credit UnionServicing the Protection Need
DunlapPete DunlapCitizens BankStrategic Roadmap for Second Half of 2021
EliasEugene EliasAtria Wealthhttps://www.stathispartners.com/uf/tech-human-balancing-act/
EllenJane-Ellen PorterPeople’s Unitedhttps://www.stathispartners.com/bisa-trendwatch/leadership-perspectives-feb-march-2021
EmerickSheli EmerickElevations CUhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
FerryJim FerryESSA Bank & Trust1Q Game Review – 2Q Game Plan
FlahertyKen FlahertyFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
FordScott FordUS BancorpThe Evolution of Investment Services to Wealth Management
FrankeSteveAllegacy FCUManaging 2022’s Challenges
FujinagaJim FujinagaHancock Whitneyhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
FujinagaJim FujinagoHancock WhitneyStrategic Roadmap for Second Half of 2021
GeorgeMike GeorgeFultonhttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
GrellierHolly GrellierAddison Ave/First Tech CUWomen in the Lead
GriffinMatt GriffinSteward Conceptshttps://www.stathispartners.com/bisa-trendwatch/a-look-ahead
GudkaStephanie GudkaBellco CUhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
GuerrieriSam GuerrieriCanandaigua https://www.stathispartners.com/bisa-trendwatch/a-look-ahead
HainesPaul HainesAtlantic Unionhttps://www.stathispartners.com/bisa-trendwatch/2020-wrap-up
HainesPaul HainesAtlantic Unionhttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
HandyBrandon HandyCFS/SPFhttps://www.stathispartners.com/uf/tech-human-balancing-act/
HansenPaul HansenKey Bankhttps://www.stathispartners.com/bisa-trendwatch/august-2020-month-in-review
HarrisWallace Harris Jr.BMO Harrishttps://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review
HartonRuss HartonCeterahttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
HenryDavid HenryFinancial Independence GroupNewest Trends in Life Settlements
HerrmannScott HerrmannElevations CUhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
HershonPeter HershonCoventryNewest Trends in Life Settlements
HinschJosh HinschAmeripriseHow Do We Stay Relevant?
HinschJosh HinschAmeripriseThe Evolution of Investment Services to Wealth Management
HockettAnna HockettDoximhttps://www.stathispartners.com/uf/meeting-client-communications-expectations/
HoffmanJohn HoffmanAmeriprisehttps://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020
HollidayAngela HollidayFrosthttps://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov
HollidayAngela HollidayFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
JacobsNeal JacobsCoventryNewest Trends in Life Settlements
JennerScott JennerAddison Avehttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
JohannesBrad JohannesDECUhttps://www.stathispartners.com/uf/turning-prospects-into-clients/
KantorRoss KantorHancock Whitneyhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
KillgoarTim KillgoarRaymond Jameshttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
KillgoarTim KillgoarRaymond JamesContinuing Our Channel’s Momentum
KlemanDarcy KlemanWestland FinancialServicing the Protection Need
KollRich KollInvestors Bankhttps://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review
KollRich KollInvestors Bankhttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
KruchtenSteve KruchtenRaymond Jameshttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
MarasciulloJoe MarasciulloUnited Nations Credit UnionOn the Road to Democratizing Investing
MarshRichard MarshM&Thttps://www.stathispartners.com/bisa-trendwatch/2020-wrap-up
MarxJohn MarxElevations CUhttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
McAnellyJay McAnellyAmeripriseExecuting Effective Broker-Dealer Due Diligence
McCarthyKevin McCarthyTruisthttps://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov
MeighanSean MeighanAtria WealthUntangling ESG Investing
MeltonChris MeltonAmeriprisehttps://www.stathispartners.com/bisa-trendwatch/2020-wrap-up
MeltonChris MeltonAmeripriseContinuing Our Channel’s Momentum
MeltonChris MeltonAmeripriseGoodbye 2021 Hello 2022 – Lessons Learned
MintzMax MintzCommon InterestsUntangling ESG Investing
MiroballiMike MiroballiHuntingtonhttps://www.stathispartners.com/bisa-trendwatch/june-2020-month-in-review/
MiroballiMike MiroballiHuntingtonGrowth Beyond the Branches
MitchellDorothy MitchellUS Bancorphttps://www.stathispartners.com/bisa-trendwatch/august-2020-month-in-review
MummauKevin MummauCFS/SPFhttps://www.stathispartners.com/bisa-trendwatch/month-in-review-septoct-2020
MurrayJC MurrayFirst Interstate Bankhttps://www.stathispartners.com/uf/turning-prospects-into-clients/
NasserSam NasserAmeripriseSuccess Beyond Market Performance
NonnengardJim NonnengardRegionshttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
NonnengardJim NonnengardRegions1Q Game Review – 2Q Game Plan
NordbeckSteve NordbeckAchieve CUhttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
NorwoodJim NorwoodSecurities AmericaGoodbye 2021 Hello 2022 – Lessons Learned
O'BrienDan O'BrienLPLGoodbye 2021 Hello 2022 – Lessons Learned
OlerioJohn OlerioWebsterhttps://www.stathispartners.com/bisa-trendwatch/june-2020-month-in-review/
OrrScott OrrDoximhttps://www.stathispartners.com/uf/meeting-client-communications-expectations/
OsmanArthur OsmanLPLhttps://www.stathispartners.com/uf/turning-prospects-into-clients/
OverbeyDan OverbeyIndependent Financialhttps://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
PestikasJennifer PestikasALEC Credit UnionWomen in the Lead
PollardCynthia PollardGateway Serviceshttps://www.stathispartners.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
ReedPatrick ReedYourStakeUntangling ESG Investing
RehhautFrank RehhautKinecta Credit UnionServicing the Protection Need
RichardVance RichardFirst Horizonhttps://www.stathispartners.com/bisa-trendwatch/leadership-perspectives-feb-march-2021
RichterJohn RichterEveryday Lifehttps://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
RissmanGabe RissmanYourStakeUntangling ESG Investing
RodriguezMarco RodriguezFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
RummelLeAnn RummelCeterahttps://www.stathispartners.com/lessons-learned/only-the-adaptable-survive/
ScanlonJames ScanlonLIMRAhttps://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
SearcyJosh SearcyIndependence Bankhttps://www.stathispartners.com/bisa-trendwatch/month-in-review-oct-nov
SeaseTim SeaseSouth State BankSuccess Beyond Market Performance
ShieldsJennifer ShieldsMidwood FinancialCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
SteitzJustin SteitzCopper Financial/Community America CUOn the Road to Democratizing Investing
StroudKyle StroudCentennial BankStrategic Roadmap for Second Half of 2021
StroudKyle StroudCentennial BankExecuting Effective Broker-Dealer Due Diligence
SuYe SuPartners CU (Disney)https://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
SurovikBrian SurovikAmeripriseGrowth Beyond the Branches
TamarkinJake TamarkinEveryday Lifehttps://www.stathispartners.com/lessons-learned/fixing-life-insurance-sales/
ThompsonBob ThompsonS&T Wealthhttps://www.stathispartners.com/bisa-trendwatch/july-2020-month-in-review
TingeyRyan TingeyCFS/SPFhttps://www.stathispartners.com/uf/tech-human-balancing-act/
TotorriMichael TotorriFirst Hawaiianhttps://www.stathispartners.com/lessons-learned/discussion-with-our-channels-top-program-managers/
TrandafirTeo TrandafirUW Credit Unionhttps://www.stathispartners.com/uf/meeting-client-communications-expectations/
TrandafirTeo TrandafirUW Credit UnionServicing the Protection Need
VennBrian VennCalifornia Credit UnionExecuting Effective Broker-Dealer Due Diligence
ZimmermanDavid ZimmermanAtlantic UnionHow Do We Stay Relevant?