BISA Portfolio Podcast Bank Insurance and Securities Association

In this episode of the BISA Portfolio Podcast, learn why mentoring matters and how to make the most of it from 2023 DE&I Rising Stars awardee Lindsay Diehl Green, United Bank, and her mentor, Pamela Dawson, US Bank. Piera Valle of Pacific Life is guest host of this podcast.Topics covered include:Takeaways from the DE&I Rising Stars mentorship programWhat they've learned through this programWhy they see mentorship and sponsorship as valuable to the industryWhat they've learned from eac...

Kenneth Cherrier of F&G interviews Kendra Cain of Arvest and Kevin Larson of Cetera Financial Group on two topics making a splash in regulatory and compliance right now: off-channel communications and complex products through a Regulation Best Interest (Reg BI) lens. Listen to this podcast episode on your way to the BISA Regulatory & Compliance Summit, November 13 - 14, the event bringing together program executives and compliance officers from across the bank insurance and secu...

Truist's Jacinda Norvell and Huntington's Mike Miroballi, BISA president, join host Jeff Hartney, BISA executive director, to discuss how the typical wealth client is evolving and changing. Here are a few highlights you won't want to miss in this episode of the BISA Portfolio Podcast:How the needs and expectations of the wealth client have changedEffective strategies to meet clients at different life stagesEnsuring clients receive tailored financial solutionsHow to leverage technology to enha...

In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this podcast, they discuss some of the study's key takeaways, including:What's making recruitment difficult right nowThe key benefits of the bank and cred...

In this special edition of the BISA Portfolio Podcast, Annual Convention Co-chairs LeAnn Rummel of Cetera Investment Services and Tim Layton of WealthVest share: Their thoughts on key industry trends as we head into the convention Their tips, tricks and secrets for making the most of the convention Sessions they don't want to missPlus, you'll hear sneak peeks from keynote speakers that will give you a taste of what's to come! Haven't registered yet? Do so now.BISA is the leadi...

In this episode of BISA Portfolio Podcast, Jane-ellen Porter interviews Circle of Excellence Awardees, Jim Nonnengard and John Olerio, on how they've fostered community throughout their careers. They discuss:Their many years taking advantage of all networking opportunities BISA providesStrategies for seeking and developing community through networkingHow competitors become friends through BISA connectionsAbout Jane-ellen PorterJane-ellen Porter is senior vice president and affluent regio...