BISA Portfolio Podcast

Bank Insurance and Securities Association
  • 5.0 (3)
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BISA Portfolio Podcast

A look at issues affecting the bank and insurance securities community

  1. Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke

    NOV 5

    Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke

    In this episode of the BISA Portfolio Podcast, BISA Regulatory & Compliance Education Committee member Connie Capco of Northern Trust Securities talks with Jarret Jacobs of Fifth Third Securities and Debi Lucke of Ameriprise Financial Services about their approaches to navigating the world of customer complaints. They discuss the fine line between a simple service issue and a formal complaint, the importance of effective complaint management systems and the potential regulatory implicatio...

    23 min
  2. DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter

    OCT 18

    DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter

    In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse teams within the financial institution. Both Symetra and Key Investment Services have implemented DE&I initiatives, such as resource groups, training and leadership commitment. They discuss these initiatives and strategies for the future.About Logan HickmanLoga...

    17 min
  3. BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience

    OCT 8

    BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience

    In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews 2024 Rising Stars awardees Madi Vandegrift of Truist Wealth and Juan Muñoz of Nationwide. They share their experience and inspiration as awardees and members of the Rising Stars program.Listen to the full episode, and then nominate yourself or someone else for the 2025 Rising Stars cohort! Nominations are now open and close Friday, Oct. 18, 2024.About Logan HickmanLogan Hi...

    17 min
  4. BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens

    SEP 24

    BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens

    In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve business results and strengthen our industry. Listen to the full episode to learn about how Hepburn, Nickens and Hickman are engaging in DE&...

    18 min
  5. The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell

    AUG 22

    The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell

    In this episode of the BISA Portfolio Podcast series "The Voice of Wealth," Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, and Donna McNeely, president of Kinecta Financial Management Company, discuss the intricacies of the wealth management career path and the challenges of recruitment and retention.Key takeaways from this episode include:The importance of finding your passion and building a career around your strengths.The various career paths available within...

    16 min
  6. The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell

    AUG 1

    The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell

    In this episode of the BISA Portfolio Podcast series “The Voice of Wealth,” BISA’s Wealth Committee Chair Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, talks about developing successful delivery models with Rebecca Robinson, director of wealth management at Zions Bancorporation. They discuss how Zions takes a collaborative approach to wealth management, tailoring their teams and services to each client's unique needs and complexity. Key takeaways of this episod...

    12 min

  7. 11/14/2023

    DE&I Rising Stars: Making the Most of Mentorship

    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...

    13 min

  8. 10/16/2023

    Regulatory & Compliance: Off-Channel Communications and Complex Products

    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...

    28 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

A look at issues affecting the bank and insurance securities community

Information

  • Creator
    Bank Insurance and Securities Association
  • Years Active
    2018 - 2024
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © 2024 BISA Portfolio Podcast
  • Show Website
    BISA Portfolio Podcast

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