BISA Industry TrendWatch Podcast
1) Structuring a Good Succession Plan
This episode dives into the finer points of succession planning including the following:the structure of a good succession planthe advisor partnership transitioncareer tracking implicationscompensatio...Show More
2) Navigating Market Volatility
This new podcast episode is derived from the "Breaking News" BISA webinar conducted last week in response to current market conditions.Join John Olerio, BISA President and Head of Wealth Management at...Show More
3) How to get the rest of your advisors to transition from transactional to advice-based
In this episode we discuss the journey from transactional to advice-based and the related cultural change including topics like the client engagement process, engineering the transition, related hirin...Show More
4) Creating Differentiation
In this discussion with Robert Corsarie, CEO of Fifth Third Securities, and Terry Powell, Investment Program Manager of Randolph Brooks FCU, we discuss differentiation – a critical component of a succ...Show More
5) Community Building to Win Clients
In this episode we discuss the following:What effective community building means for a financial institution.How community building helps achieve business objectives.The types of organizations should ...Show More
6) Second Story Advisor Success
42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how the...Show More
7) Leveraging Data for Growth
In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: Taking an active approach to data min...Show More
8) Leveraging Centers of Influence
Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:Developing relationships with COIs inside and outside the institution. The best COIs ...Show More
9) Fostering Cross-Departmental Cooperation
In this episode we discuss working effectively as a team cross-departmentally to better and more seamlessly service a broader array of client needs, and consequently manage more assets. We cover subje...Show More
10) Leveraging Advisor Mentorships
In this episode we will discuss the following:Successful advisor mentorship structuresRookie advisor career pathingSuccession planning mentorshipsMentorship mistakes to avoidOur guests for this discus...Show More