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1Q Game Review – 2Q Game Plan
Episode 1026th May 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:07:09

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This month we are joined by Jonathon Allen of Wescom, Jim Ferry of ESSA Bank & Trust, and Jim Nonnengard of Regions Bank.

In addition to reviewing first quarter performance and second quarter outlooks, this episode dives into strategic issues such as reassessing advisor branch coverage, successful asset gathering tactics, critical 2021 initiatives, the importance of servicing the Protection need, and the ESG investing trend.

A big thank you to Ameriprise for making these episodes possible!