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BISA Portfolio Podcast

BISA Portfolio Podcast

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A look at issues affecting the bank and insurance securities community

Recent Episodes

  • Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke

    2 weeks ago

  • DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter

    4 weeks ago

  • BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience

    1 month ago

  • BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens

    2 months ago

  • The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell

    3 months ago

  • The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell

    4 months ago

  • DE&I Rising Stars: Making the Most of Mentorship

    1 year ago

  • Regulatory & Compliance: Off-Channel Communications and Complex Products

    1 year ago

  • Portfolio Podcast Episode 16: The Evolution of the Wealth Client

    1 year ago

  • Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli Associates

    1 year ago