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Web Series

 

 

Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended?  Check out our webinar archives!

**Please note that these webinars are closed to the media unless otherwise stated**

**Non-BISA Members are welcome to attend at the price of $50 per registrant, per webinar**

 

 If you have any questions or concerns, please contact Leigh Maltby either via e-mail at lmaltby@bisanet.org or by phone at (202) 367-2460.


Upcoming Webinars

 

July

"Becoming an Advisor 2.0"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  July 30, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration
 https://www4.gotomeeting.com/register/454050831 
Non-Member Registrationhttp://www.bisanet.org/?page=NonMemberWebReg 

Amanda Smith will share the latest Fidelity Investments® Insights on Advice research on bank advisors and their strategies to grow their practices. She will highlight key differences between bank advisors and their channel counterparts from across the financial services industry, as well as uncover some potential opportunities bank advisors may take advantage of to help manage client relationships. The session will place a particular focus on understanding and meeting the needs of critical emerging investor groups, including the Gen X/Y segment and female investors.

Register now!

 Amanda Smith is Senior Vice President and Head of Marketing for National Financial, a Fidelity  Investments company and leading clearing and custody provider in the U.S. for over 30 years.

 She assumed her current position in 2014, and is responsible for developing the strategy and  promotion for all marketing initiatives. Ms. Smith joined Fidelity in 2007 as a Director in the National  Financial marketing organization. From 2010 to 2013, as Vice President, she led prospect  marketing and executive communications.

Prior to Fidelity, she held marketing roles at Liberty Mutual Group and Nortel Networks.

Ms. Smith received a bachelor of arts in literature from Duke University and an MBA with concentrations in marketing and information technology from the University of Connecticut School of Business. She holds her FINRA Series 7 and 24 licenses.

September

"7 Habits of Highly Effective Sales Teams"

Presented by Anthony Cole Training Group
BISA Associate member


Date:  September 10, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/334960655
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

Description coming soon!

Register now!

                                            *******************************************************************

"Cyber Fraud"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  September 24, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:  
 https://www4.gotomeeting.com/register/481767591
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

Description coming soon!

Register now!


October

"Building a Wealth Management Practice:  Insights from Pacesetting Firms"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  October 29, 2014

Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/551384263
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

Description coming soon!

Register now!


November

"Using Data for Coaching Effectiveness"

Presented by Anthony Cole Training Group
BISA Associate member


Date
:  November 5, 2014
Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/635327639
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

 


Description coming soon!

Register now!



 

December

"Plan, Diversify, and Differentiate:  Three Strategies of High-Performing Advisors"

Presented by National Financial, a Fidelity Investments company
BISA Platinum member


Date
:  December 3, 2014
Time:  2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/177780599
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

 

Description coming soon!

Register now!

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Bank Insurance & Securities Association
2025 M Street, NW, Suite 800 | Washington, DC 20036
p: 202-367-1111 | f: 202-367-2111 | e: bisa@BISAnet.org