Artwork for podcast BISA Industry TrendWatch
Leadership Perspectives – Feb-March 2021
Episode 95th April 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:00:58

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For this episode we are joined by Jane-Ellen Porter of People's United, and Vance Richard of First Horizon. In addition to industry trends this episode dives into strategic issues such as centralized financial planning, employing insurance specialists, the importance of cross-departmental relationships, sales force tiering and nurturing book-based advisors.