Bank Investment Consultant and Stathis Kucholtz Partners Launch Industry Leadership Forum Series

Share Article

Events Focus on Wealth Management Best Practices, Sales Management and Investment Product Distribution Strategies

SourceMedia’s Bank Investment Consultant, the leading brand covering bank wealth management, and Stathis Kucholtz Partners (SKP), a prominent research and consulting firm, today announced a partnership to produce a series of six educational events and expert follow-up consultations for bank and credit union wealth management executives.

The Industry Leadership Forum events will take place throughout 2016, with the first two-day conference planned for Orlando, Fla., on Feb. 10-11.

These invitation-only events will have three themes:

  • Program Leadership Forums will cover best practices for improving productivity, talent management and client segmentation.
  • Sales Management Leadership Forums will focus on sales force management, compensation strategies and book management.
  • Product Management Leadership Forums will examine investment product due diligence, distribution strategies, product trends and more.

After each forum, Stathis Kucholtz Partners’ experts will contact attendees and offer further advice around the conference themes. SKP’s goal is to help participants implement the lessons learned from these events at their institutions. These follow-up activities differentiate the Industry Leadership Forums from other, one-touch events. Additional details can be found on the Stathis Kucholtz Partners website (

“Bank Investment Consultant looks forward to capturing the information and insights that will emerge from the Industry Leadership Forums,” said the brand’s editor, Lee Conrad. “Our coverage of these events will help our audience enhance their practice management strategies, work with clients and develop suitable portfolios on their behalf.”

“Together with Bank Investment Consultant, we are producing a new event experience structured around follow-up advice and continued learning,” added Scott Stathis, managing partner of Stathis Kucholtz Partners. “Our forums will directly help executives who strive to be leaders in the bank wealth management space."

Bank Investment Consultant is the dedicated resource for bank-based financial advisors and wealth managers, providing targeted analysis and insight these advisors need to make smart investment decisions, better serve retail clients and achieve performance goals.

SourceMedia, an Observer Capital company, is a diversified business-to-business digital media, marketing services, research and event company serving senior professionals in the financial, technology and healthcare sectors. Brands include Accounting Today, American Banker, The Bond Buyer, Employee Benefit News, Financial Planning and Health Data Management.

Stathis Kucholtz Partners is an executive resources firm in the bank and credit union brokerage channel. SKP’s primary objective is to make the channel more competitive by fostering best-practices knowledge exchange and spearheading new initiatives. This is accomplished by providing research, consulting, and live forums where executive leaders in the channel enhance strategic thinking via peer group discussions. In addition SKP is a key partner in an evolving initiative to on-board more young talent into the bank and credit union investment services channel.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jeannie Nguyen
SourceMedia, Inc.
+1 (212) 803-8324
Email >
Visit website