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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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Fehlende Folgen?
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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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For this episode we focus on the most effective ways to gather assets”. Our primary objective as “Trusted Advisors” should be to manage and protect the majority of our client’s assets. That is exactly what being a Trusted Advisor is all about. We will explore how to do this… the discovery process, integration of wealth management into the overall organization, the importance of helping clients protect their assets, etc.
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This month we will continue a topic we initiated last month where we explored the concept of being a “Trusted Advisor”. In our opinion all advisors should strive to be Trusted Advisors. But how do you know when you’ve accomplished that? How do you know when you’ve “arrived”? We explore these topics and others including:
What does it mean to be a Trusted Advisor?What do you have to do to become a trusted advisor?What does it take for clients to give you 100% of their assets to manage?How many clients can a Trusted Advisor serve?What are the benefits of being a Trusted Advisor inside a bank or credit union?Our guests include:
Matt Griffin – Financial Advisor/Manager director- Steward Concepts (Matt manages 100% of almost all his clients investable assets.)Rob Cosentino – Wealth Consultant – Webster InvestmentsDan Pellegrino – Sales Manager Webster InvestmentsThe opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Securities and insurance offered through LPL or its affiliates are:
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Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value___________________________________________________________________
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.
Webster Bank, Webster Investments, and LPL Financial are not affiliated with any of the other referenced entities.
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For this episode, in addition to trends in our channel, we will discuss what it means to be a Trusted Advisor within the evolving landscape of Wealth Management. Our guests are a successful advisor and his manager from Regions Investment Services. Topics include:
Engendering trust to attract and retain assetsDifferentiating your processManaging through volatilitySegmentationLeveraging staff
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In addition to discussing how to thrive in a volatile market we follow up on the discussion from our last episode - our channel’s transition from investment services to wealth management. Is it real or window dressing? What are the emerging best-practices?
Topics include:
What is Wealth Management?Best-practices during market volatilityAdvisor tieringTeamwork with Private Banking and TrustProtecting client assetsWe also talk about our favorite entertainment, travel, and wine apps!
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From investment management to wealth management, basic investment guidance to specialty investment guidance (like ESG), commissions to fees, things are changing in our channel. Join Jacinda Norvell, Senior Managing Director at Truist Wealth, and Cheryl Sutter, a leading advisor at American National Bank of Texas, as we discuss where things are headed.
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What's the difference between "Investment Services" and "Wealth Management", and how do we transition from one to the other? That's what we discuss in this episode of BISA TrendWatch.
Our panelists are Scott Ford from US Bancorp and Josh Hinsch from Ameriprise.
In addition to defining true Wealth Management, we discuss advisor tiering, a team-based approach, and attracting top talent.
We also discuss the strangest food we've ever eaten :-)
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