Podcast | 09.30.26
International Podcast Day: Conversations Shaping the Future of Financial Services
by: BISA Staff
Podcasts create opportunities to learn from peers, explore new ideas and hear directly from professionals helping to shape our industry. In recognition of International Podcast Day, we're looking back at some of the conversations featured on the BISA Portfolio Podcast in 2026. From talent development and leadership to membership engagement and career growth, these episodes highlight the people, programs and perspectives moving financial services forward.
Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter
Recorded live at the BISA Annual Conference in Tampa, guest host Heather Broderick of LPL sits down with BISA President Jane-ellen Porter of Wilmington Advisors at M&T to discuss one of the industry's most pressing challenges: developing the next generation of advisor talent. Their conversation explores how intentional development, mentorship and inclusion can help institutions address the talent gap while supporting long-term client and business success.
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What Brought Us Into Financial Services
Not every financial services professional followed a traditional path into the industry. Guest host Jim Nickens of Swan Financial Group is joined by Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson (BMO), Heather Hepburn (Webster Investments) and Brett Carmichael (Nationwide) for a conversation about the experiences, opportunities and unexpected turns that led them to their careers. Together, they reflect on the lessons they learned along the way and the advice they would offer to future industry professionals.
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The Impact and Vision Committee: Yesterday, Today and Tomorrow
Pamela Dawson of U.S. Bank and Logan Hickman of Nationwide join guest host Jim Nickens of Swan Financial Group to discuss the evolution of BISA's newly renamed Impact & Vision Committee. Recorded live at the BISA Annual Conference, the conversation examines the committee's ongoing efforts to advance belonging within financial services, including the launch of the Rising Star program and its role in supporting today's and tomorrow's industry leaders.
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What Sports Teams Teach Us About Financial Leadership
Leadership lessons often extend beyond the workplace. In this episode, guest host Dawn Goldbacher of Franklin Madison welcomes Pamela Dawson of U.S. Bank, Kelly Lytle of Proformex and Leslie Anderson of BMO to explore the parallels between sports and financial services leadership. Their discussion highlights the importance of trust, teamwork, transparency and a shared commitment to success, both on the field and in professional settings.
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Spotlight on the BISA Membership Committee — Why Membership Makes Us Stronger
BISA President Jane-ellen Porter and Immediate Past President John Olerio sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Wescom Financial, co-chairs of BISA's Membership Committee, to discuss the committee's vision for strengthening member engagement throughout the year. The episode explores how BISA can demonstrate the value of membership, foster meaningful connections and create opportunities for members across banks, credit unions and service providers.
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Why Program Leaders Should Hire Outside of Financial Services
Drawing from their own career experiences, Ron Major of TruStage and Jermaine Perrien of Symetra discuss the benefits of looking beyond traditional industry backgrounds when recruiting talent. Speaking with host Jim Nickens, they share what attracted them to financial services, the transferable skills professionals from other industries can bring and how organizations can successfully support and develop nontraditional hires.
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As these conversations demonstrate, some of the best ideas come from sharing experiences and learning from one another. Explore these episodes and more in the BISA Portfolio Podcast library to discover fresh perspectives, practical insights and stories from across the financial services community.