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The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

Released Thursday, 4th January 2024
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The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

Thursday, 4th January 2024
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In this episode we continue the discussion on the journey to “One Wealth” that we began in Part One. We’ll cover topics like effective leadership, measuring success, driving the culture, creating awareness, among others!

Our guests are:

  • Rebecca Robinson – Zions
  • Chris Considine - Zions
  • Carolyn Bradshaw - LPL
  • Chris Cassidy – LPL 


Our guests discuss how Zions as eliminated "fences" and climbed into the top 5% of NPS scores.

A big THANKS to LPL for again being a sponsoring partner on this episode.

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Stathis-Mittel Industry Leadership & Success

The Stathis-Mittel Industry Leadership and Success podcast series for the financial institutions wealth management channel is focused on industry leading performance, success stories, case studies, and key business intelligence that will help you meet your leadership and business growth objectives, and help our channel achieve its full potential.In addition to case studies and discussions of real-time challenges and solutions we will be discussing related issues including the following:• Lessons Learned from Remote Advisors• What It Means to be a Trusted Advisor• The Importance of the Discovery Process• Creating Differentiation in a Commoditized Industry• Book Optimization• Tiered Delivery and Client Segments• Reg BI Implementation• Why We Suck at Insurance and What to Do About It• Profits based on value of services provided, not types of products sold• The Future of Fees• Succession Planning• The Growing Importance of Data Mining

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