News | 11.23.21
Thank You to Our Portfolio Contributors
Did you know that there have been 40 original content pieces, 13 podcast episodes and 358 news stories shared on Portfolio since January 1, 2021? That is a lot of content at your fingertips.
This holiday, we want to thank all of our contributors, and share five of the top pieces of content from the past year for you to look back upon. Without your participation, we would not be able to create a content hub that contains quite as much valuable information for the ins and outs and current events of the financial services industry.
- Portfolio Podcast Episode 6: The Power of Breaking Bad Habits
Podcast Guest: Martin Powell, CUNA Mutual Group
In this episode of the BISA Podcast, hear Martin Powell, head of annuity distribution at CUNA Mutual Group and a supporter of BISA’s Black Voices Unmuted task force. Powell discusses his passion for equality, what inspires him and why inclusivity was instilled in him at a young age. He also shares insight into three habits industry leaders need to break in order to find financial success.
See more takeaways from this podcast in the 2021 annual print edition of Portfolio, available digitally now for all members. The print edition will arrive in December for BISA members.
- Podcast: A Look Ahead – Part One and Two
By BISA Staff
In this two-part special edition of BISA Industry TrendWatch, we sit with Frank Consalo of Citi Personal Wealth Management and Matt Griffin of Steward Concepts. They discuss the need to attract more young talent into the industry, creating trust in advisor-client relationships and more.
- Aided By Fintech, Advisors Up Their Tax Game
By Rich Blake
FP Alpha, a financial AI firm, announced the launch of “Tax Snapshot,” a tool that allows advisors to analyze tax returns and supporting documents like accounts, trusts and wills. As the pandemic continues and matters become postponed, technology may help advisors with their work, thus helping clients with their financial goals.
- Thayer Leadership Program: Leading the Path to Excellence
By Cady Stokes, BISA Staff
Good leadership is what makes great teamwork. The ability to effectively lead a team is more important now than ever, with ever-changing work environments and team needs. The Thayer Leadership program provides a cohort-based, digital environment for participants to engage in a series of virtual learning opportunities designed to elevate their leadership ability and impact.
- Why Are We Focusing on the Mass Affluent?
By the Kehrer Bielan Team
Many banks have prioritized capturing and retaining the banking business of the mass affluent. As part of a two-year research project, the Bank Insurance and Securities Association (BISA) asked Kehrer Bielan to examine the importance of mass affluent households to member institutions and their investment services businesses.
Thank you all for your contributions! As the year draws to a close, let’s all take a moment to thank the people who have been there for us in these uncertain times to share their thought leadership.
If you are a member of BISA and interested in sharing your own thought leadership, please reach out to use at email@example.com. We are always looking for more opportunities to elevate the voices of our members.