BISA Portfolio Podcast

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

June 20, 2022 Bank Insurance and Securities Association Season 1 Episode 8
BISA Portfolio Podcast
Portfolio Podcast Episode 8: Diverse Leadership Journeys in the Financial Industry (Part 2)
Show Notes

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 episode, Beard and Nickens share their thoughts on:

  • Executive buy-in and commitment to DEI,
  • How to hold leaders accountable to supporting DEI in an organization,
  • Examples of particularly effective leaders in the financial services industry that have advanced DEI in authentic and impactful ways,  and
  • Advice for future leaders who look forward to a more inclusive, diverse financial industry.

Circle back to Portfolio Podcast Episode 7 to hear from Beard and Nickens about their leadership journeys, what DEI means to them and how to keep the conversation going about DEI within organizations.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.