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Stathis-Mittel Industry Leadership & SuccessA podcast for the financial institutions wealth management channel 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... Author: Stathis Partners, LLC.
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 Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Are Boutique Broker Dealers a Best Kept Secret?
Episode 19
Wednesday, 14 August, 2024
While just about everybody in our audience is familiar with the large broker dealers that serve the bank and credit union channels, there are other options that most are not familiar with. These options tend to be smaller boutique broker dealers that offer their own unique benefits and value propositions which could be very beneficial in many circumstances. In this episode we explore one of those options, Midwestern Securities, a boutique community-first broker dealer and RIA owned and operated by community bankers and financial professionals. Our panelist for this episode are:Mike Graham, CFP®- President and CEO of Midwestern SecuritiesAnne Schutt, CFP®- Vice President, Midwestern SecuritiesChris Gavin - CEO, Midwest BankLuke Harl - Financial Advisor and Vice President of Asset Management, FNB Wealth Management at Fairfield National
