Afleveringen
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In this episode we discuss the journey from transactional to advice-based and the related cultural change including topics like the client engagement process, engineering the transition, related hiring practices, nurturing rookies, and related mistakes to avoid.
Our guests are:
Pete Schmidt of BMO Financial ServicesBrian Venn of California Credit Union
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In this discussion with Robert Corsarie, CEO of Fifth Third Securities, and Terry Powell, Investment Program Manager of Randolph Brooks FCU, we discuss differentiation – a critical component of a successful practice. We cover the following:
How to create differentiation.How top advisors execute their differentiation strategies.Leveraging niches.Becoming subject matter experts within those niches.
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Zijn er afleveringen die ontbreken?
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In this episode we discuss the following:
What effective community building means for a financial institution.How community building helps achieve business objectives.The types of organizations should be targeted for community building.Becoming subject matter experts in the community.Community building success stories.Our guests for the episode are:
John Olerio from Lighthouse FCU (and incoming BISA President)Tom Hufton from The State Bank
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42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how these second story advisors can be effective mentors.
Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise.
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In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following:
Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books
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Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:
Developing relationships with COIs inside and outside the institution. The best COIs to work with. How to build trust with COIs. Fostering two-way referrals. Community building with COIs
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In this episode we discuss working effectively as a team cross-departmentally to better and more seamlessly service a broader array of client needs, and consequently manage more assets. We cover subjects that include embracing the value propositions of other departments, collaborative discovery meetings, and supercharging referral flow.
Our guest is Merrill Stewart of Allegacy Federal Credit Union who has done a very impressive job of integrating wealth management into the institution and unifying the organization.
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In this episode we will discuss the following:
Successful advisor mentorship structuresRookie advisor career pathingSuccession planning mentorshipsMentorship mistakes to avoidOur guests for this discussion are…
Solomon Schmidt – National Executive of Wealth – Key Investment ServicesMatthew Griffin - Managing Director – Steward Concepts (Family Trust CU)Jason Driver – Financial Advisor – Steward Concepts (Family Trust CU)Join us for valuable insights on implementing a successful mentorship program!
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For this episode titled “The State of Advisor Training” we discuss current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists, David Chan from Citibank, and Joshua Hinsch from Ameriprise provide insights.
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In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise’s Advisor Business Development Group
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In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness. Our panelists are the following:
Jane-ellen Porter – Wilmington Advisors @ M&TErin Candler - Wilmington Advisors @ M&TTerry Powell – Randolph Brooks Federal Credit UnionWes Garner - Randolph Brooks Federal Credit UnionOur special co-moderator for this episode is Chris Melton from Ameriprise Financial.
We would like to thank Ameriprise Financial for making this podcast series possible.
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In part two of this episode we will continue our discussion about the importance of servicing protection needs based on our believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability.
Our guests once again are…
Jonathan Allen – Wescom Financial ServicesRyan Hughbanks – AmeripriseDavid Jabczenski – Wescom Financial ServicesLisa Young – Rise Private Wealth Management
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This episode was recorded in September, which is life insurance awareness month. As many of our listeners know we passionately believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And life insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability. So life insurance awareness month should be perpetual, and that is the core of today’s discussion with the following guests:
Jonathan Allen – Wescom Financial ServicesRyan Hughbanks – AmeripriseDavid Jabczenski – Wescom Financial ServicesLisa Young – Rise Private Wealth Management
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This episode is a continuation of last month’s episode on advisor recruiting. We are joined by Bob Corsarie from Fifth Third Bank, and Iain Balfour from Ameriprise to discuss topics including recruiting the next generation of financial advisors, female advisors, recruiting internally, leveraging internships, mentorships, social media, and technology. As well as the best sources for candidates.
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For this episode we are joined by Jim Fujinaga of Hancock Whitney, and Iain Balfour of Ameriprise to discuss the ever-increasing advisor recruiting challenges, how to overcome them, the related financial institution value proposition, home growing talent, and succession planning.
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For this episode we discuss “One Wealth” with Rebecca Robinson from Zions, and Erik Pinter from Old National. We ask them about the inherent challenges of integrating all departments related to wealth management into a seamless and integrated offering for the appropriate clients of our institutions, and explore how to make progress towards that goal. We also discuss what "One Wealth" should look like from the perspective of the client.
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This month we discuss how to foster cross-departmental relationships to provide integrated wealth management, thoughts on how AI will affect our industry, and how to get better at helping clients protect their assets. Our guests are Don Clark from Wintrust, and Terry Powell from Randolph Brooks.
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For this episode we will discuss managing the program and clients through the current banking crisis as well as the interest rate environment. We also continue our exploration of the evolution from “Investment Services” to “Wealth Management”, the value of a Wealth Management program to the institution, how to leverage financial planning, and the importance of helping clients protect their assets.
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For this episode with Kevin McCarthy from Synovus and Chris Melton from Ameriprise we discuss strategic initiatives that moved the needle in 2022 and the follow through that is planned for 2023. We will also continue our exploration of the evolution from “Investment Services” to “Wealth Management”. And make sure to listen to the end where we make our Super Bowl predictions!
Disclosure - BISA is not affiliated with Ameriprise Financial, Inc.
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For this episode we dig deeper into a subject we’ve started exploring in previous episodes, and that is Wealth Management. Specifically, what is the difference between Investment Services and Wealth Management. How does Trust and Private Banking figure into the equation? How does compensation factor in? How is teamwork optimized across departmental lines? And Rhomes Aur, CEO at First Horizon Advisors, is the perfect guest to explore this with. Rhomes shares valuable insights and the lessons he's learned over his 35 years with First Horizon Bank.
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