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© 2025 BISA Portfolio Podcast
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A look at issues affecting the bank and insurance securities community
27 Episodes
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In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn: Why 70% of widows change financial professionals — and how empathy and inclusion can prevent attrition.How women’s growing financial influence and caregiving roles are reshaping ret...
In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning. Listen in for insights on: Why the words people use to describe “life after career” reveal hopes, fears, and priorities beyond financial projections.How generational and gender differences...
In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper chaos. Listen in here or on your favorite podcast platform for insights from Goldman on: Why the S&P 500’s 28% recovery may be masking rising r...
In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of diversification — and how they remain relevant in the last part of the year. Listen in here or on your favorite podcast app for insights from Gold...
In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference. The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (Kinecta Wealth Management) and Kendra Cain (Arvest) as well as...
In this episode of the BISA Portfolio Podcast, Kevin Mummau and Kevin McCarthy from the BISA Research Committee talk with Scott Smith of Cerulli about how to effectively use BISA's Insights & Analytics Advantage monthly reports for success. The conversation highlights the growing willingness of investors to pay for financial advice and emphasizes the importance of data-driven decision-making in areas like risk management, compliance, and understanding customer preferences. Listener...
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...
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 Hickman L...
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 Hickman Loga...
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...
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 with...
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...
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 ...
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 se...
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 enh...
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 cre...
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 miss Plus, 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 le...
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 connections About Jane-ellen Porter Jane-ellen Porter is senior vice president and affluent ...
Ram Nagappan (BNY Mellon | Pershing) and Howard Hammond (Fifth Third), 2022 Circle of Excellence award winners, share with guest host Jane-ellen Porter (Wilmington Advisors @M&T) their advice for cultivating growth on all stages of the career journey. Topics include: How they’ve cultivated a growth mindset throughout their careersPushing through times of stagnationAdvice for industry leaders growing their teamsGoals they set for future growthRam Nagappan is the Chief Information Officer f...
In this second part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Amy Busch (The Huntington Investment Company) and Mary Tuggle (iCapital), both from the program's 2022 cohort. They share their stories, thoughts and advice after almost a year spent as program participants, discussing topics including: Benefits of having a mentor 7:03Their commitment to DE&I 10:37Recruiting and retaining young pr...
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