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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, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.


May Webinars

Title: Retirement Planning & Healthcare: Conversations that Lead to Action

Presented By: Steve Cain, LTCI Partners

Date: Wednesday, May 3, 2017 

Time: 2:00 - 3:00 PM EST

Registration & Cost:  Free for BISA members, $50.00 for non-members (click here

You’ve read or skimmed all of the studies and you’ve seen most of the stats, so we won’t bore you with 45 minutes of research findings. As you may know, healthcare is one of the greatest risks to your clients secure retirement. In this webinar, we’ll briefly review recent research findings and discuss insurance solutions to help manage this risk. You’ll also learn how to more effectively connect and communicate with clients when it comes to healthcare planning. 

Discussion Highlights: 
-Insurance solutions (with a focus on Long-Term Care solutions) 
-Distribution (the good, the bad & the ugly) 
-Behavioral finance & insurance 
-Strategies for advisors to have meaningful conversation


 Title: The 5 Steps to Coaching High Performing Advisors

Presented By: Tony Cole, CEO of Anthony Cole Training Group

Date: Wednesday, May 10, 2017 

Time: 1:00 - 2:00 PM EST

Registration & Cost:  Free for BISA members, $50.00 for non-members (click here

With the evolving nature of the regulatory environment today, the most important job of the Sales Leader is to stay focused on serving clients and helping their advisors deepen and cultivate new relationships.  There are specific sales management actions that create high performance sales organizations.  Don’t let market conditions, excuses and the media hype get in the way of helping your sales team drive revenue today. 

 Sign up for The 5 Keys to Coaching High Performing Advisors.  Tony Cole, CEO of Anthony Cole Training Group and Hire Better Salespeople, will show you how to implement a disciplined sales management approach that includes (1) gaining insight with sales data, (2) providing coaching feedback to your salespeople, (3) demonstrating what you expect them to do, (4) role playing the sales activity and (5) developing action and accountability plans.  Participants will leave with a specific system for coaching their team to change sales behaviors, not just the deal at hand.


Title: How to Elevate Value and Maximize Revenue - Part 2

Presented By: C. Richard Weylman, Weylman Consulting Group

Date: Wednesday, May 24, 2017 

Time: 2:00 - 3:00 PM EST

Registration & Cost:  Free for BISA members, $50.00 for non-members (click here

In Part 1 of this series, Annual Conference Keynote Speaker Richard Weylman revealed a proven formula to close the “value gap” that exists between consumers and the offerings of the financial services industry.  During that webinar presentation he showed every attendee how to execute the first part of the formula specifically, how to explain the value of their offerings solely from the consumer’s perspective. 

During this second presentation, as an attendee you will learn the second part of the formula I.e.: how a prospect or client’s experience with you and your firm increases their perception of value.  Specifically, what this presentation will mean for you is you will discover a plethora of tactics that, when implemented, connect deeply with the psychological needs of the affluent, create marketplace distinction and brand loyalty.  The overall benefit to you is that you will further close the existing value gap and overcome the prevailing commoditized mindset of consumers.

We encourage all leadership, marketing personnel, financial advisors and product specialists to attend this webinar. Based upon the feedback from Part 1 of this series this is a message you don’t want to miss!



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more Calendar

6/7/2017 » 6/9/2017
2017 CEO Retreat

3/6/2018 » 3/9/2018
2018 BISA Annual Convention

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