Artwork for podcast Stathis-Mittel Industry Leadership & Success
Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption
Episode 722nd November 2021 • Stathis-Mittel Industry Leadership & Success • Stathis Partners, LLC.
00:00:00 00:35:32

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This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.

We learn about effective training strategies, success measurement, and business impact.


Scott Stathis and Bob Mittel

Discussion Guests (alphabetical order):

  • Ken Flaherty - SVP Chief Sales Strategy Officer at Frost Brokerage
  • Angela Holliday - President at Frost Brokerage
  • Marco Rodriguez - Wealth Advisor at Frost Brokerage
  • Jennifer Shields - National Training Director at Midwood Financial

Sponsoring Partner:

Midwood Financial

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: Someone New