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© 2024 BISA Portfolio Podcast
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A look at issues affecting the bank and insurance securities community
15 Episodes
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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...
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 for...
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 profe...
Managing SEC and FINRA exam priorities isn't always a walk in the park, but guest host Carol Goulding (M&T Securities) and guest Serina Shores (Huntington Financial Advisors) break down how they do so effectively — and have fun along the way — in this edition of the BISA Portfolio Podcast. Topics discussed include:Process for analyzing letters (8:12)Finding best practices (10:45)Contacting regulators directly (12:52)Addressing results of FINRA analysis (15:47)Involving legal staff (16:46)...
In this first part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Jenny Kaskel (InspereX) and Michael Lollman (Frost Investment Services), both from the program's 2021 cohort. They share their stories, thoughts and advice after more than a year spent as program participants, discussing topics including:Their commitment to DE&INavigating generational differences in the wealth management spaceRecruit...
In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee. In this second episode, Beard and Nickens share their thoughts on:Executive buy-in and commitment to DEI,How to hold leaders accountable to supporting DEI i...
In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee.In this first episode, Beard and Nickens share their leadership journeys, what DEI means to them and how to keep the conversation going about DEI within organizat...
In this special episode of the BISA Podcast, Portfolio contributing editor Rich Blake is joined by Martin Powell, head of annuity distribution at CUNA Mutual Group and a supporter of BISA’s Black Voices Unmuted task force. In this episode, Powell shares his inspiring story, how his passion for equality and inclusivity was instilled in him at a young age, moving snapshots of his life, and his pathway to leadership. Powell gives insight into three habits leaders in the industry need...
In this episode, Rich Blake, Portfolio contributing editor, speaks with BISA President Frank Consalo. The two discuss takeaways from the industry's response to the pandemic shut down, the future of the workforce, cryptocurrency, and issues surrounding what is expected to be a period of transformation for society post-pandemic.BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance an...
BISA President Frank Consalo and BISA Executive Director Jeff Hartney recently sat down to discuss the future of BISA. Listen to the full conversation in this episode of the BISA Portfolio Podcast. BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA me...
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