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.

Hosts:

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

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