BISA Portfolio Podcast

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 d

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 f

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, tra

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

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 strengt

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 impor

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 ma

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 t

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

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 clien