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…