Leadership Perspectives | 04.07.21
Podcast: Leadership Perspectives
The newest installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is now live.
In this episode, we are joined by Jane-Ellen Porter of People’s United, and Vance Richard of First Horizon. In addition to industry trends this episode dives into strategic issues such as centralized financial planning, employing insurance specialists, the importance of cross-departmental relationships, sales force tiering and nurturing book-based advisors.