BISA Portfolio Podcast

In this episode of the BISA Portfolio Podcast, hosts Jane-ellen Porter (BISA President) and John Olerio (Immediate Past President) sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Westcom Financial, co‑chairs of BISA’s newly organized Membership Committee. Their conversation explores how BISA can deepen year‑round engagement, structure its subcommittees for maximum impact and better demonstrate the real‑worl...

In this episode of the BISA Portfolio Podcast, guest host Dawn Goldbacher of Franklin Madison talks with Pamela Dawson of U.S. Bank, Kelly Lytle of Proformex, and Leslie Anderson of BMO about how lessons from sports translate into leadership and teamwork across financial services. Recorded live at the BISA Annual Conference in Tampa, their conversation explores building trust with teams and clients, leading with care and transparen...

In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of SWAN Financial Group talks with Pamela Dawson of U.S. Bank and Logan Hickman of Nationwide about how BISA’s newly renamed Impact & Vision Committee is advancing belonging across the financial services industry. Recorded live at the BISA Annual Conference in Tampa, their conversation covers the committee’s evolution, the launch of the Rising Sta...

In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of Swan Financial Group sits down with a group of BISA members to explore how real, often nontraditional, career journeys are shaping the future of financial services. Recorded live at the BISA Annual Conference in Tampa, the conversation features Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson (BMO), Heather Hepburn (Webster Inve...

In this episode of the BISA Portfolio Podcast, guest host Heather Broderick of LPL sits down with new BISA President Jane‑ellen Porter of Wilmington Advisors at M&T to discuss building the next generation of advisor talent — and why solving the talent gap is business‑critical for institutions today. Recorded live at the BISA Annual Conference in Tampa, their conversation explores how intentional development, mentorship,an...

In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. 

Tune in to learn:

• Why 70% of widows change financial professionals — and how empathy and inclusion can pr...

In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning.

Listen in for insights on:

• Why the words people use to describe “life after career” reveal hopes, fears, a...

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 chaos.

Listen in here or on your favorite podcast platform for insights fr...

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 diversification — and how they remain relevant in the last part of the y...

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 (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (K...

 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 the importance of data-driven decision-making in areas like risk mana...

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 a simple service issue and a formal complaint, the importance of effective compla...

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 as resource groups, training and leadership commitment. They discu...

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 yourself or someone else for the 2025 Rising Stars cohort! Nomination...

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 business results and strengthen our industry. 

Listen to the full e...

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 from this episode include:

• The importance of finding your passion and building a care...

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 collaborative approach to wealth management, tailoring their teams and ser...

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 program
• What they've learned through this program
• Why they see mentorshi...

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 Summit, November 13 - 14, the event bringing together program exec...