Insights | 06.01.21
Podcast: 1Q Game Review – 2Q Game Plan
The newest installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is now live.
This month, we are joined by Jonathon Allen of Wescom, Jim Ferry, ESSA Bank & Trust, and Jim Nonnengard, Regions Bank.
In addition to reviewing first quarter performance and second quarter outlooks, this episode dives into strategic issues, such as reassessing advisor branch coverage, successful asset gathering tactics, critical 2021 initiatives, the importance of servicing the Protection need, and the ESG investing trend.