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Second Story Advisor Success
Episode 42 • 16th December 2024 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:44:07

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42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how these second story advisors can be effective mentors.

Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise.

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