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BISA Industry TrendWatchIndustry 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. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Leveraging Sales Assistants
Episode 54
Friday, 19 December, 2025
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:Structuring sales assistant resourcesSales assistant gearing ratiosEarning a sales assistantAdvisor contribution to SA compSales Assistant career pathsJoin Jonathon Allen of Wescom Financial, and Najib Khan of Langley Financial Services, along with Scott Stathis and Bob Mittel as they explore these important elements of teamwork.
