Scott G. Stathis has worked in the financial services industry since 1992. Scott joined forces with Dr. Kenneth Kehrer in 2008 and subsequently partnered with BISA in 2012 to form Bank Insurance & Securities Research Associates. BISRA (formerly Kehrer-LIMRA) was a performance research and consulting organization focused on financial institutions, and was a collaboration between BISA and LIMRA International. Scott served as the Managing Director and COO of BISRA until 2015 when he essentially was provided the opportunity to extract it as his own business. His early background in the industry includes advisor productivity systems, sales automation, and financial planning software. His more recent experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm. Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates several industry roundtables each year, his podcasts and articles are published regularly, and he is a frequent speaker at industry gatherings.