BISA Portfolio Podcast
Bank Insurance and Securities Association
A look at issues affecting the bank and insurance securities community
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Episodes
DE&I Rising Stars: Making the Most of Mentorship
November 14, 2023
Regulatory & Compliance: Off-Channel Communications and Complex Products
October 16, 2023
Portfolio Podcast Episode 16: The Evolution of the Wealth Client
September 12, 2023
Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli Associates
June 06, 2023
Portfolio Podcast Episode 14: Convention Preview — Elevate, Energize, Execute
February 18, 2023
Portfolio Podcast Episode 13: Circle of Excellence Awardees on Fostering Community
February 03, 2023
Portfolio Podcast Episode 12: Circle of Excellence Awardees on Cultivating Growth
December 15, 2022
Portfolio Podcast Episode 11: DE&I Rising Stars (Part 2)
November 28, 2022
Portfolio Podcast Episode 10: Managing Exam Priorities With Carol Goulding & Serina Shores
November 03, 2022
Portfolio Podcast Episode 9: DE&I Rising Stars (Part 1)
October 25, 2022
Portfolio Podcast Episode 8: Diverse Leadership Journeys in the Financial Industry (Part 2)
June 20, 2022
Portfolio Podcast Episode 7: Diverse Leadership Journeys in the Financial Industry (Part 1)
June 15, 2022
Portfolio Podcast Episode 6: The Power of Breaking Bad Habits
June 29, 2021
Portfolio Podcast Episode 5: A Period of Transformation
May 26, 2021
Portfolio Podcast Episode 4: What's Next for BISA
May 19, 2021
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