Multi-Gen Perspectives on Hot Topics | Live at Conference

BISA Portfolio Podcast

In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference.

The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (Kinecta Wealth Management) and Kendra Cain (Arvest) as well as first-time attendee Kim Heisey (First Bank Texas) and college students Imani Washington and Jasmine Pierce, attending the conference alongside Financial Alliance for Representation and Empowerment (FARE) Executive Director Nicole Ridley.

Discussions cover emerging trends gleaned from the conference, like AI implementation, regulatory changes and strategies for aligning with Gen Z in the financial services industry.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.

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Chapters

1. Jane-ellen Porter & Kim Heisey (00:00:00)

2. Tim Coleman & Kendra Cain (00:08:00)

3. FARE Students (00:14:13)

4. Frank Rehhaut (00:22:00)