Scott Stathis
Managing PartnerScott Stathis is the Managing Partner at Stathis Partners.
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Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.May 2 -
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As a channel, we must get better at attracting and retaining HNW assets.March 23
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Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.March 22
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In an informal poll, the majority of banks and credit unions have made a definitive decision to no longer accept soft marketing dollars.October 31
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Multiple tiers of service with corresponding client benefits will be the only way to maintain reasonable profitability in the future.October 3
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Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.April 28
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The benefits of a well-crafted career path for bank advisors are going largely unrealized.June 1
