BISA Portfolio Podcast

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

February 18, 2023 Bank Insurance and Securities Association
BISA Portfolio Podcast
Portfolio Podcast Episode 14: Convention Preview — Elevate, Energize, Execute
Show Notes

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 sneak peeks from keynote speakers that will give you a taste of what's to come! Haven't registered yet? Do so now.

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.