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Growth Beyond the Branches
Episode 1726th January 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:52:24

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The topic for this episode is “Growth Beyond the Branches” and we use BISA’s recent research report of the same name as a basis for the discussion. Our guests are Mike Miroballi of Huntington, and Brian Surovik of Ameriprise.

Topic covered include:

  • The evolving role of the branch
  • The future of the branch-based advisor
  • Branches as “community centers”
  • Countering less referrals with higher quality referrals
  • Leveraging the digital experience
  • The Remote Advisor profit center
  • Second Story growth

Oh boy, we also make Super Bowl predictions…

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