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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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Advisor Sunsetting Best Practices
Episode 60
Wednesday, 24 June, 2026
For episode #60 we discuss the finer points of advisor sunsetting including structure, timelines, book beneficiary selection, earn-out models, preserving relationships, protecting clients, creating opportunities for the next generation talent, preserving trust, and leveraging a good sunsetting plan for recruiting purposes.Our panel is made up of David Biliter from First Citizens, Keith LeBlanc from Hancock Whitney, and Dan Mayes from Cetera. And LeAnn Rummel from Cetera is our special guest moderator!60
