02.08.22
Top Articles of the Start of 2022
by: Irene Yeh, BISA Staff
2022 is kicking off with exciting developments and eye-catching industry trends that are looking bright for the financial services field. Check out the top articles of January 2022 to learn about what’s buzzing, including leadership, new policies and more.
- What It Means to be a Leader: An Interview With Jim Nonnengard
We had the fortunate opportunity to interview Past President Jim Nonnengard about his experiences in leadership, being a part of BISA’s Board of Directors and his time in the financial services industry. Jim reminisces his proudest achievements working with BISA and offers advice on how to lead a team, build trust between team members and clients and being honest with others.
- 12 Top Successes and Takeaways From 2021
In this article, BISA President Frank Consalo gives his Top 12 takeaways of 2021. BISA has a lot to be proud of in 2021: the 2021 Regulatory and Compliance Summit, the shift from D&I Committee to the DEI Committee, business and market success and more. The accomplishments of 2021 is a reflection of what is to come in 2022, and BISA is more than ready to overcome any and all challenges.
- Era of Client Testimonials Set to Begin
At the end of 2020, the U.S. Securities and Exchange Commission passed the Investment Adviser Marketing Rule, effective May 4, 2021. This policy will open opportunities for clients to share prospects. However, there may still be questions about the rules and how to prepare for it. Be sure to read the full article to receive clear explanations of what to expect and how to approach the new policy.
- Top Director Award Winners Pull Ahead of the Pack
The first ever Kehrer Bielan Top Director Awards awarded 71 firms for outstanding performance and generating revenue. What made them stand out from the 406 firms that were evaluated? Director leadership. Strong leadership is the key behind efficient workplaces and communicative teams.
- Goodbye 2021, Hello 2022 – Lessons Learned
In this Industry TrendWatch episode, Chris Melton of Ameriprise, Jim Norwood of Securities America and Dan O’Brian of LPL sit down with the team to discuss new measurements of success, reinvention of branches, attracting the next generation and more, reflecting on the lessons learned from 2021.