Strategic Roadmap for Second Half of 2021

This month we are joined by Pete Dunlap of Citizens Bank, Jim Fujinaga of Hancock Whitney, and Kyle Stroud of Centennial Bank.

In addition to industry trends our panel discusses the strategic initiatives driving their programs through 2021 and beyond including client segmentation, rep force tiering, increasing financial planning, working the bank, and becoming a “Trusted Advisor”.

1Q Game Review – 2Q Game Plan

This month we are joined by Jonathon Allen of Wescom, Jim Ferry of ESSA Bank & Trust, and Jim Nonnengard of Regions Bank.

In addition to reviewing first quarter performance and second quarter outlooks, this episode dives into strategic issues such as reassessing advisor branch coverage, successful asset gathering tactics, critical 2021 initiatives, the importance of servicing the Protection need, and the ESG investing trend.

A big thank you to Ameriprise for making these episodes possible!

Leadership Perspectives – Feb-March 2021

For this episode we are joined by Jane-Ellen Porter of People’s United, and Vance Richard of First Horizon. In addition to industry trends this episode dives into strategic issues such as centralized financial planning, employing insurance specialists, the importance of cross-departmental relationships, sales force tiering and nurturing book-based advisors.

A Look Ahead – Part Two

Part Two picks up the discussion right were we left off in Part One with Frank Consalo of Citi Personal Wealth Management, and Matt Griffin of Steward Concepts, a boutique financial institution affiliated firm. We discuss the need to attract more young talent to our industry, creating trust in advisor/client relationships, selling peace of mind, attracting all the client’s assets, and more.

A Look Ahead – Part One

In Part One of this special edition of BISA Industry TrendWatch titled “A Look Ahead – 2021 and Beyond”, not only will we cover the latest trends in the financial institutions channel but will we also look ahead through 2021 and beyond at the critical strategic initiatives that will drive the future success of our channel.

 For this discussion we are joined by Frank Consalo of Citi Personal Wealth Management, Sam Guerrieri of Canandaigua National Bank & Trust, and Matt Griffin of Steward Concepts. Matt is a high-end Managing Partner of a six-person team who exemplifies a model that may drive our future growth.

 This special episode is presented in two parts.

2020 Wrap-Up

In this special extended 2020 wrap-up episode we discuss the road ahead with Paul Haines of Middleburg Financial/Atlantic Union Bank, Richard Marsh of M&T Securities, and Chris Melton of Ameriprise.

 In addition to where trends are leading us, the discussion includes how financial planning strategies are driving business growth, a focus on growing existing books of business, how advisory business is re-defining our channel, thoughts on the evolution of fee-for-service models, and the thinking behind transitioning from running your own broker-dealer to leveraging a third-party broker dealer.

Month in Review – Oct/Nov 2020

In this episode we are joined by Angela Holiday of Frost Brokerage Services, Kevin McCarthy of Truist Wealth, and Josh Searcy of Independence Bank. In addition to the monthly trends, we will hear them discuss what has powered program success through this year of challenges, and critical 2021 strategic initiatives influenced by lessons learned during the pandemic.

Month in Review – Sept/Oct 2020

Join Scott Stathis and Bob Mittel for a discussion with Bob Corsarie of Fifth Third Securities, John Hoffman of Ameriprise and Kevin Mummau of Cuso Financial/Sorrento Pacific. Topics discussed include monthly trends, how 2020 has gotten back on track, the surprising spike in life insurance sales, new strategies and business models evolving from the pandemic, and their forward-looking optimism.

August 2020 Month in Review

This month we are joined by two BISA Board Members and bank brokerage program leaders, Dorothy Mitchell of US Bancorp and Paul Hansen of Key Bank. In addition to the monthly trends, we will hear them discuss how their top producers have embraced virtual meetings and the planning process. They also cover life insurance awareness month initiatives, and the 2021 planning process.

July 2020 Month in Review

This month we are joined by Wallace Harris Jr. of BMO Harris, Rich Koll of Investors Bank, and Bob Thompson of S&T Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. In addition to the monthly trends, we will hear them discuss the surge in three-year fixed annuity sales due to the “rate play”, how the pandemic gave clients time to focus on getting their financial houses in order, and how remote work forced advisors to not be dependent on their branches for new business.