BISA Portfolio Podcast
Bank Insurance and Securities Association
A look at issues affecting the bank and insurance securities community
Episodes
DE&I Rising Stars: Making the Most of MentorshipNovember 14, 2023
Regulatory & Compliance: Off-Channel Communications and Complex ProductsOctober 16, 2023
Portfolio Podcast Episode 16: The Evolution of the Wealth ClientSeptember 12, 2023
Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli AssociatesJune 06, 2023
Portfolio Podcast Episode 14: Convention Preview — Elevate, Energize, ExecuteFebruary 18, 2023
Portfolio Podcast Episode 13: Circle of Excellence Awardees on Fostering CommunityFebruary 03, 2023
Portfolio Podcast Episode 12: Circle of Excellence Awardees on Cultivating GrowthDecember 15, 2022
Portfolio Podcast Episode 11: DE&I Rising Stars (Part 2)November 28, 2022
Portfolio Podcast Episode 10: Managing Exam Priorities With Carol Goulding & Serina Shores November 03, 2022
Portfolio Podcast Episode 9: DE&I Rising Stars (Part 1)October 25, 2022
Portfolio Podcast Episode 8: Diverse Leadership Journeys in the Financial Industry (Part 2)June 20, 2022
Portfolio Podcast Episode 7: Diverse Leadership Journeys in the Financial Industry (Part 1)June 15, 2022
Portfolio Podcast Episode 6: The Power of Breaking Bad HabitsJune 29, 2021
Portfolio Podcast Episode 5: A Period of TransformationMay 26, 2021
Portfolio Podcast Episode 4: What's Next for BISAMay 19, 2021