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Being a Best-Practices Program
Episode 1411th October 2021 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:52:37

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For this episode we initiate a focus on what it takes to be a top performing program. For the next series of BISA episodes we will interview program managers from top performing programs in our benchmarking research. This month we interviewed David Biliter from First Citizens, a program that holds the #1 position for household revenue penetration. We were also joined by Matt Barhorst of Ameriprise, one of the top BDs in the nation..

 Topics include:

  • Creating a culture of advice
  • Removing friction from the process
  • Creating a career path towards Second Story Advisors
  • Cross-departmental cooperation
  • Earning the trust of lenders
  • Getting past the “$300K GDC Wall”
  • Creating a fully functional remote advisor center
  • Having client discussions about the Protection Need