BISA Industry TrendWatch

Industry leaders discussing investment services productivity trends in the financial institutions channel

Author: Stathis Partners, LLC.

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.
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Language: en

Genres: Business, Investing, Management

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Leveraging Protection Strategies to Increase Wallet Share and Retention - Part Two
Episode 63
Wednesday, 26 August, 2026

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 questions, uncover and solve for risks before they become crises, involve the family, and coordinate the right expertise.In part two of this discussion, we cover how to get more advisors to utilize protection strategies, effective discovery, and leadership’s role in institutionalizing the critical practice of asset protection.Listen in as our panel digs into these important challenges.Jeffery Roy – Hancock WhitneyRuss Harton - CeteraAlex Sarafianos – Regions

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