Sortable Podcast Guest Directory

Last NameFull NameCompanyEpisode Link
AllanJonathonWescom1Q Game Review – 2Q Game Plan
ArmstrongEric ArmstrongCompass ConsultingManaging 2022’s Challenges
Barhorst Matt BarhorstAmeripriseBeing a Best-Practices Program
BenedictKaren BenedictNorthwest Financial AdvisorsWomen in the Lead
BichlerBrian BichlerAtria Wealthhttp://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/
BiliterDavid BiliterFirst CitizensBeing a Best-Practices Program
BronnenbergEd BronnenbergRandolph Brooks CUExecuting Effective Broker-Dealer Due Diligence
BuergerAlan BuergerCoventryNewest Trends in Life Settlements
BurgerKeith BurgerLuma TechUntangling ESG Investing
CahillPatrick CahillCoventryNewest Trends in Life Settlements
CameronHugh CameronJBC CompaniesNewest Trends in Life Settlements
CampbellSteve CampbellFulton BankDeepening Client Relationships and Increasing AUM with Policy Reviews
CamponeJames CamponeCFS/SPFhttp://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
CamponeJames CamponeCFS/SPFhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
CapuzziBill CapuzziApex Fintech SolutionsOn the Road to Democratizing Investing
ChillingworthChuck ChillingworthWestland FinancialServicing the Protection Need
ChilsonSabrina ChilsonChemung Canal TrustDeepening Client Relationships and Increasing AUM with Policy Reviews
ClarkDon ClarkWintrusthttp://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/
CollierGary CollierPinnaclehttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
ConsaloFrank ConsaloCitihttp://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead
CorsarieBob CorsarieFifth Thirdhttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020
CosentinoRob CosentinoWebster BankOn Being a Trusted Advisor – Part 2
CoxMelissa CoxBrighthouse FinancialLeveraging Long Term Care Options to Enhance Client Relationships
CrowleyKathy CrowleyCentennial BankWomen in the Lead
CverckoDan CverckoFarmers Nationalhttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
DimulaDavid SimulaSAFE Credit UnionServicing the Protection Need
DornanMaegan DornanWells FargoLeveraging Long Term Care Options to Enhance Client Relationships
DunlapPete DunlapCitizens BankStrategic Roadmap for Second Half of 2021
EliasEugene EliasAtria Wealthhttp://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/
EllenJane-Ellen PorterPeople’s Unitedhttp://7v4.c71.myftpupload.com/bisa-trendwatch/leadership-perspectives-feb-march-2021
EllisWendy EllisFulton BankTop Women Advisors Unpack Success
EmerickSheli EmerickElevations CUhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
FerryJim FerryESSA Bank & Trust1Q Game Review – 2Q Game Plan
FlahertyKen FlahertyFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
FordScott FordUS BancorpThe Evolution of Investment Services to Wealth Management
FrankeSteveAllegacy FCUManaging 2022’s Challenges
FujinagaJim FujinagaHancock Whitneyhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
FujinagaJim FujinagoHancock WhitneyStrategic Roadmap for Second Half of 2021
GeorgeMike GeorgeFultonhttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
GrellierHolly GrellierAddison Ave/First Tech CUWomen in the Lead
GriffinMatt GriffinSteward Concepts/Family Trust CUhttp://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead
GriffinMatt GriffinSteward Concepts/Family Trust CUOn Being a Trusted Advisor – Part 2
GudkaStephanie GudkaBellco CUhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
GuerrieriSam GuerrieriCanandaigua http://7v4.c71.myftpupload.com/bisa-trendwatch/a-look-ahead
GuerrieriSam GuerrieriCanandaigua NationalEffective Ways to Gather Assets
HainesPaul HainesAtlantic Unionhttp://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up
HainesPaul HainesAtlantic Unionhttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
HandyBrandon HandyCFS/SPFhttp://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/
HansenPaul HansenKey Bankhttp://7v4.c71.myftpupload.com/bisa-trendwatch/august-2020-month-in-review
HarrisWallace Harris Jr.BMO Harrishttp://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review
HartonRuss HartonCeterahttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
HenryDavid HenryFinancial Independence GroupNewest Trends in Life Settlements
HerrmannScott HerrmannElevations CUhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
HershonPeter HershonCoventryNewest Trends in Life Settlements
HinschJosh HinschAmeripriseHow Do We Stay Relevant?
HinschJosh HinschAmeripriseThe Evolution of Investment Services to Wealth Management
HockettAnna HockettDoximhttp://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/
HoffmanJohn HoffmanAmeriprisehttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020
HollidayAngela HollidayFrosthttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov
HollidayAngela HollidayFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
HudsonJeremy HudsonAmeripriseWhat is Wealth Management?
JacobsNeal JacobsCoventryNewest Trends in Life Settlements
JennerScott JennerAddison Avehttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
JohannesBrad JohannesDECUhttp://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/
JohnsonMatthewAmeripriseEffective Ways to Gather Assets
KantorRoss KantorHancock Whitneyhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
KellmanIndya KellmanLakeland BankDeepening Client Relationships and Increasing AUM with Policy Reviews
KillgoarTim KillgoarRaymond Jameshttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
KillgoarTim KillgoarRaymond JamesContinuing Our Channel’s Momentum
KingHeidi KingWilson Bank & TrustTop Women Advisors Unpack Success
KlemanDarcy KlemanWestland FinancialServicing the Protection Need
KollRich KollInvestors Bankhttp://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review
KollRich KollInvestors Bankhttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
KruchtenSteve KruchtenRaymond Jameshttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
LarsonRenee LarsonRaymond JamesLeveraging Long Term Care Options to Enhance Client Relationships
MarasciulloJoe MarasciulloUnited Nations Credit UnionOn the Road to Democratizing Investing
MarshRichard MarshM&Thttp://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up
MartinAnnetteFulton BankTop Women Advisors Unpack Success
MarxJohn MarxElevations CUhttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
MaurerLyle MaurerRegionsBeing a Trusted Advisor
McAnellyJay McAnellyAmeripriseExecuting Effective Broker-Dealer Due Diligence
McCarthyKevin McCarthyTruisthttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov
MeighanSean MeighanAtria WealthUntangling ESG Investing
MeltonChris MeltonAmeriprisehttp://7v4.c71.myftpupload.com/bisa-trendwatch/2020-wrap-up
MeltonChris MeltonAmeripriseContinuing Our Channel’s Momentum
MeltonChris MeltonAmeripriseGoodbye 2021 Hello 2022 – Lessons Learned
MintzMax MintzCommon InterestsUntangling ESG Investing
MiroballiMike MiroballiHuntingtonhttp://7v4.c71.myftpupload.com/bisa-trendwatch/june-2020-month-in-review/
MiroballiMike MiroballiHuntingtonGrowth Beyond the Branches
MitchellDorothy MitchellUS Bancorphttp://7v4.c71.myftpupload.com/bisa-trendwatch/august-2020-month-in-review
MummauKevin MummauCFS/SPFhttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-septoct-2020
MurrayJC MurrayFirst Interstate Bankhttp://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/
NasserSam NasserAmeripriseSuccess Beyond Market Performance
NonnengardJim NonnengardRegionshttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
NonnengardJim NonnengardRegions1Q Game Review – 2Q Game Plan
NordbeckSteve NordbeckAchieve CUhttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
NorvellJacinda NorvellTruistEvolution of Business Models in our Channel
NorwoodJim NorwoodSecurities AmericaGoodbye 2021 Hello 2022 – Lessons Learned
O'BrienDan O'BrienLPLGoodbye 2021 Hello 2022 – Lessons Learned
OlerioJohn OlerioWebsterhttp://7v4.c71.myftpupload.com/bisa-trendwatch/june-2020-month-in-review/
OrrScott OrrDoximhttp://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/
OsmanArthur OsmanLPLhttp://7v4.c71.myftpupload.com/uf/turning-prospects-into-clients/
OverbeyDan OverbeyIndependent Financialhttp://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
PedroncelliLaura PedroncelliAddison Ave/First Tech CUTop Women Advisors Unpack Success
Pellegrino Dan Pellegrino Webster BankOn Being a Trusted Advisor – Part 2
PestikasJennifer PestikasALEC Credit UnionWomen in the Lead
PollardCynthia PollardGateway Serviceshttp://7v4.c71.myftpupload.com/lessons-learned/lessons-learned-from-working-the-covid-crisis-remotely
ReedPatrick ReedYourStakeUntangling ESG Investing
RehhautFrank RehhautKinecta Credit UnionServicing the Protection Need
RichardVance RichardFirst Horizonhttp://7v4.c71.myftpupload.com/bisa-trendwatch/leadership-perspectives-feb-march-2021
RichterJohn RichterEveryday Lifehttp://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
RissmanGabe RissmanYourStakeUntangling ESG Investing
RodriguezMarco RodriguezFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
RummelLeAnn RummelCeterahttp://7v4.c71.myftpupload.com/lessons-learned/only-the-adaptable-survive/
SarafianosAlex SarafianosRegionsBeing a Trusted Advisor
ScanlonJames ScanlonLIMRAhttp://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
SearcyJosh SearcyIndependence Bankhttp://7v4.c71.myftpupload.com/bisa-trendwatch/month-in-review-oct-nov
SeaseTim SeaseSouth State BankSuccess Beyond Market Performance
ShieldsJennifer ShieldsMidwood FinancialCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
SkardaJoe SkardaKey BankWhat is Wealth Management?
SteitzJustin SteitzCopper Financial/Community America CUOn the Road to Democratizing Investing
StroudKyle StroudCentennial BankStrategic Roadmap for Second Half of 2021
StroudKyle StroudCentennial BankExecuting Effective Broker-Dealer Due Diligence
SuYe SuPartners CU (Disney)http://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
SurovikBrian SurovikAmeripriseGrowth Beyond the Branches
SutterCheryl SutterAmerican National Bank of TexasEvolution of Business Models in our Channel
TamarkinJake TamarkinEveryday Lifehttp://7v4.c71.myftpupload.com/lessons-learned/fixing-life-insurance-sales/
TedderJennifer TedderCeteraOptimizing Advisor Recruiting
ThompsonBob ThompsonS&T Wealthhttp://7v4.c71.myftpupload.com/bisa-trendwatch/july-2020-month-in-review
TingeyRyan TingeyCFS/SPFhttp://7v4.c71.myftpupload.com/uf/tech-human-balancing-act/
TotorriMichael TotorriFirst Hawaiianhttp://7v4.c71.myftpupload.com/lessons-learned/discussion-with-our-channels-top-program-managers/
TrandafirTeo TrandafirUW Credit Unionhttp://7v4.c71.myftpupload.com/uf/meeting-client-communications-expectations/
TrandafirTeo TrandafirUW Credit UnionServicing the Protection Need
VennBrian VennCalifornia Credit UnionExecuting Effective Broker-Dealer Due Diligence
ZimmermanDavid ZimmermanAtlantic UnionHow Do We Stay Relevant?