Best Bank Insurance and Securities Association Podcasts (2025)

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The 'White Lotus' Financial Market With Gene Goldman and John Olerio 18:04

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15d ago18:04

18:04

In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper …

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3 Primary Investment Themes Right Now With Gene Goldman and John Olerio 26:40

22d ago26:40

26:40

In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of…

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Multi-Gen Perspectives on Hot Topics | Live at Conference 26:15

6M ago26:15

26:15

In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference. The conversation features industry veterans Jane-ellen Porter (W…

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How Research Insights Can Inspire Success 12:58

8M ago12:58

12:58

In this episode of the BISA Portfolio Podcast, Kevin Mummau and Kevin McCarthy from the BISA Research Committee talk with Scott Smith of Cerulli about how to effectively use BISA's Insights & Analytics Advantage monthly reports for success. The conversation highlights the growing willingness of investors to pay for financial advice and emphasizes t…

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Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke 22:53

11M ago22:53

22:53

In this episode of the BISA Portfolio Podcast, BISA Regulatory & Compliance Education Committee member Connie Capco of Northern Trust Securities talks with Jarret Jacobs of Fifth Third Securities and Debi Lucke of Ameriprise Financial Services about their approaches to navigating the world of customer complaints. They discuss the fine line between …

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DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter 17:02

11M ago17:02

17:02

In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse teams within the financial institution. Both Symetra and Key Investment Services have implemented DE&I initiatives, such a…

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BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience 16:37

12M ago16:37

16:37

In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews 2024 Rising Stars awardees Madi Vandegrift of Truist Wealth and Juan Muñoz of Nationwide. They share their experience and inspiration as awardees and members of the Rising Stars program. Listen to the full episode, and then nominate…

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BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens 17:42

1y ago17:42

17:42

In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve busine…

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The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell 16:09

1y ago16:09

16:09

In this episode of the BISA Portfolio Podcast series "The Voice of Wealth," Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, and Donna McNeely, president of Kinecta Financial Management Company, discuss the intricacies of the wealth management career path and the challenges of recruitment and retention. Key takeaways fr…

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The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell 11:41

1y ago11:41

11:41

In this episode of the BISA Portfolio Podcast series “The Voice of Wealth,” BISA’s Wealth Committee Chair Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, talks about developing successful delivery models with Rebecca Robinson, director of wealth management at Zions Bancorporation. They discuss how Zions takes a collabo…

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DE&I Rising Stars: Making the Most of Mentorship 13:21

2y ago13:21

13:21

In this episode of the BISA Portfolio Podcast, learn why mentoring matters and how to make the most of it from 2023 DE&I Rising Stars awardee Lindsay Diehl Green, United Bank, and her mentor, Pamela Dawson, US Bank. Piera Valle of Pacific Life is guest host of this podcast. Topics covered include: Takeaways from the DE&I Rising Stars mentorship pro…

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Regulatory & Compliance: Off-Channel Communications and Complex Products 27:39

2y ago27:39

27:39

Kenneth Cherrier of F&G interviews Kendra Cain of Arvest and Kevin Larson of Cetera Financial Group on two topics making a splash in regulatory and compliance right now: off-channel communications and complex products through a Regulation Best Interest (Reg BI) lens. Listen to this podcast episode on your way to the BISA Regulatory & Compliance Sum…

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Portfolio Podcast Episode 16: The Evolution of the Wealth Client 16:29

2y ago16:29

16:29

Truist's Jacinda Norvell and Huntington's Mike Miroballi, BISA president, join host Jeff Hartney, BISA executive director, to discuss how the typical wealth client is evolving and changing. Here are a few highlights you won't want to miss in this episode of the BISA Portfolio Podcast: How the needs and expectations of the wealth client have changed…

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Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli Associates 40:50

2+ y ago40:50

40:50

In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this po…

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Portfolio Podcast Episode 14: Convention Preview — Elevate, Energize, Execute 21:54

2+ y ago21:54

21:54

In this special edition of the BISA Portfolio Podcast, Annual Convention Co-chairs LeAnn Rummel of Cetera Investment Services and Tim Layton of WealthVest share: Their thoughts on key industry trends as we head into the convention Their tips, tricks and secrets for making the most of the convention Sessions they don't want to miss Plus, you'll hear…

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Portfolio Podcast Episode 13: Circle of Excellence Awardees on Fostering Community 29:22

2+ y ago29:22

29:22

In this episode of BISA Portfolio Podcast, Jane-ellen Porter interviews Circle of Excellence Awardees, Jim Nonnengard and John Olerio, on how they've fostered community throughout their careers. They discuss: Their many years taking advantage of all networking opportunities BISA provides Strategies for seeking and developing community through netwo…

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Portfolio Podcast Episode 12: Circle of Excellence Awardees on Cultivating Growth 23:27

3y ago23:27

23:27

Ram Nagappan (BNY Mellon | Pershing) and Howard Hammond (Fifth Third), 2022 Circle of Excellence award winners, share with guest host Jane-ellen Porter (Wilmington Advisors @M&T) their advice for cultivating growth on all stages of the career journey. Topics include: How they’ve cultivated a growth mindset throughout their careers Pushing through t…

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Portfolio Podcast Episode 11: DE&I Rising Stars (Part 2) 30:43

3y ago30:43

30:43

In this second part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Amy Busch (The Huntington Investment Company) and Mary Tuggle (iCapital), both from the program's 2022 cohort. They share their stories, thoughts and advice after almost a year spent as program partic…

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Portfolio Podcast Episode 10: Managing Exam Priorities With Carol Goulding & Serina Shores 23:50

3y ago23:50

23:50

Managing SEC and FINRA exam priorities isn't always a walk in the park, but guest host Carol Goulding (M&T Securities) and guest Serina Shores (Huntington Financial Advisors) break down how they do so effectively — and have fun along the way — in this edition of the BISA Portfolio Podcast. Topics discussed include: Process for analyzing letters (8:…

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Portfolio Podcast Episode 9: DE&I Rising Stars (Part 1) 25:45

3y ago25:45

25:45

In this first part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Jenny Kaskel (InspereX) and Michael Lollman (Frost Investment Services), both from the program's 2021 cohort. They share their stories, thoughts and advice after more than a year spent as program parti…

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Portfolio Podcast Episode 8: Diverse Leadership Journeys in the Financial Industry (Part 2) 17:39

3+ y ago17:39

17:39

In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee. In this second epi…

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Portfolio Podcast Episode 7: Diverse Leadership Journeys in the Financial Industry (Part 1) 17:38

3+ y ago17:38

17:38

In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee. In this first epis…

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Portfolio Podcast Episode 6: The Power of Breaking Bad Habits 23:19

4y ago23:19

23:19

In this special episode of the BISA Podcast, Portfolio contributing editor Rich Blake is joined by Martin Powell, head of annuity distribution at CUNA Mutual Group and a supporter of BISA’s Black Voices Unmuted task force. In this episode, Powell shares his inspiring story, how his passion for equality and inclusivity was instilled in him at a youn…

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Portfolio Podcast Episode 5: A Period of Transformation 23:48

4+ y ago23:48

23:48

In this episode, Rich Blake, Portfolio contributing editor, speaks with BISA President Frank Consalo. The two discuss takeaways from the industry's response to the pandemic shut down, the future of the workforce, cryptocurrency, and issues surrounding what is expected to be a period of transformation for society post-pandemic. BISA is the leading f…

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Portfolio Podcast Episode 4: What's Next for BISA 23:31

4+ y ago23:31

23:31

BISA President Frank Consalo and BISA Executive Director Jeff Hartney recently sat down to discuss the future of BISA. Listen to the full conversation in this episode of the BISA Portfolio Podcast. BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securiti…

Bank Insurance And Securities Association Podcasts