10.07.20
Podcast: Planning in a Virtual World
by: BISA Staff
The third installment of the BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, is live. This month features BISA board members bank brokerage program leaders Dorothy Mitchell of US Bancorp and Paul Hansen of Key Bank.
In addition to the monthly trends, Mitchell and Hansen discuss how their top producers have embraced virtual meetings and the planning process. This installment also covers initiatives surrounding Life Insurance Awareness Month and the 2021 planning process.
The program puts a new spin on the Stathis Partners monthly industry benchmarking study by bringing together industry leaders to examine monthly data in the context of industry trends. The new BISA Industry TrendWatch podcast is published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.
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