Business Transformation | 08.27.25
Industry Expert Voices: Revisiting Some of the Best Advice of 2025
by: BISA Staff
As fall approaches, we are taking the time to revisit reader-favorite articles from each of Portfolio’s categories in 2025 so far. Revisit for new insights, or check out an article you may have missed.
If you find any of these articles valuable, share on your LinkedIn and tag the contributor to let them know what you learned.
The Future of Leadership: Using AI to Transform How We Lead and Connect
Business Transformation
“Despite the fact that most organizations allocate the majority of their budget to talent, compensation and benefits, the leadership moments that shape those investments are often reactive, inconsistent or underprepared.”
AI is transforming leadership from a reactive role into a strategic, human-centered craft. This article summarizes a standout session from the 2025 BISA Annual Conference, showcasing how the latest technologies are helping financial services leaders lead with greater clarity, empathy and impact.
Read more.
Prepping for the Inevitable: Anticipated Impacts of 2026 Tax Policy Changes
Regulatory & Compliance
“Preparing early to put together a holistic plan — one that understands the tax provisions today and in 2026 — can help stay on course to meet long-term financial goals.”
How are advisors leveraging advanced tools and strategies to navigate the complexities of proactive tax planning? With the expiration of the 2017 Tax Cuts and Jobs Act approaching on Dec. 31, 2025, financial professionals must act now to help clients prepare for potential tax increases and safeguard their long-term goals.
Read more.
Your Customers Have Insurance Gaps — Are You Letting Someone Else Fill Them?
Sales & Marketing
“By integrating insurance into your offerings, you’re not just filling a gap — you’re strengthening relationships, increasing customer lifetime value and securing a new revenue stream.”
Banks are in the business of financial security, yet many don’t offer the very protections that safeguard their customers’ savings. Meanwhile, fintech startups, big tech companies and direct-to-consumer insurers are stepping in to fill the gap. If you’re not providing insurance solutions, someone else is.
Read more.
Simplified, Holistic Financial Planning: Integrating Wellness and Life Coaching for a Happier, Longer Life
Staffing & Culture
“If your value proposition is just the plan, you’re in trouble. What clients want — and what AI can’t replicate — is connection.”
Can financial planning support a longer, more fulfilling life? In this BISA Annual Conference session recap, Paul Haines of Atria Wealth Solutions shares how a research-driven, holistic approach to advice can enhance both financial and personal well-being.
Read more.
Do you have expertise to share in these practice areas? Message the editors at portfolio@bisa.net with your article pitch for a chance to be featured.