Podcast | 07.23.25
Plug in to the Portfolio Podcast: Summer Listening Roundup
by: BISA Staff
Whether you’re escaping the heat with a staycation or traveling for summer conferences, there’s always time to broaden your professional perspective with the Portfolio Podcast. In this roundup, we break down the past year of expert voices, industry trends and more.
In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference.
The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (Kinecta Wealth Management) and Kendra Cain (Arvest) as well as first-time attendee Kim Heisey (First Bank Texas) and college students Imani Washington and Jasmine Pierce, attending the conference alongside Financial Alliance for Representation and Empowerment (FARE) Executive Director Nicole Ridley.
Discussions cover emerging trends gleaned from the conference, like AI implementation, regulatory changes and strategies for aligning with Gen Z in the financial services industry.
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 decision-making in areas like risk management, compliance, and understanding customer preferences. Listeners will gain actionable strategies for incorporating these monthly reports into their business practices to enhance their competitive edge in our industry.
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 formal complaint, the importance of effective complaint management systems and the potential regulatory implications of mishandled complaints. Listen here or wherever you access podcasts.
Kicking off 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 strengthen our industry.
Listen to the full episode to learn about how Hepburn, Nickens and Hickman are engaging in DE&I conversations and initiatives at their organizations.
In part two of the “DE&I Voices” series, 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.
The final episode of the “DE&I Voices” series features guest host Logan Hickman of Nationwide as he 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, training and leadership commitment. They discuss these initiatives and strategies for the future.
The first installment of “The Voice of Wealth” series features BISA’s Wealth Committee Chair Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, as she 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 management, tailoring their teams and services to each client's unique needs and complexity. Listen to the episode wherever you get your podcasts. Key takeaways of this episode include:
- The importance of flexibility and emotional intelligence in wealth advisory, to truly understand client goals and challenges
- Strategies for fostering professional development in wealth management teams, such as hands-on training, mentorship and feedback sessions
- How a collaborative, planning-based culture can enhance the client experience and help advisors grow with their clients over time
In part two of "The Voice of Wealth" series, 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 importance of finding your passion and building a career around your strengths.
- The various career paths available within wealth management, from entry-level roles to senior leadership positions.
- The challenges and opportunities in recruiting and retaining top talent in the industry.
- The importance of creating a supportive and inclusive culture to foster employee satisfaction and loyalty.
Listen to the full episode to learn more about the wealth management career path and gain valuable insights from industry experts.
Interested in speaking on your expertise? Message the editors at portfolio@bisanet.org to express your interest in joining as a guest on BISA’s Portfolio Podcast.