Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:<ul><li>Developing relationships with COIs inside and outside the institution. </li><li>The best COIs to work with. </li><li>How to build trust with COIs. </li><li>Fostering two-way referrals. </li><li>Community building with COIs</li></ul>

Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:Developing relationships with COIs inside and outside the institution. The best COIs to work with. How to build trust with COIs. Fostering two-way referrals. Community building with COIs

Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:<ul><li>Developing relationships with COIs inside and outside the institution. </li><li>The best COIs to work with. </li><li>How to build trust with COIs. </li><li>Fostering two-way referrals. </li><li>Community building with COIs</li></ul>

Leveraging Centers of Influence

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

Share Leveraging Centers of Influence

Sign up to save your podcasts

Leveraging Centers of Influence

Leveraging Centers of Influence