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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.

 

June Webinars

Title: Regulatory Changes for Broker-Dealers with the New DOL Fiduciary Rule

Presented By: ACA Compliance Group

Date: Wednesday, June 1, 2016

Time: 2:00 PM - 3:30 PM EDT

Registration and Cost: Complimentary for BISA members and non-members 

Please join us on June 1, 2016, at 2:00 p.m. EDT, for a webcast workshop designed to assist compliance professionals of broker-dealers in dealing with the potential regulatory challenges of meeting the new DOL fiduciary rule. Our industry-knowledgeable panelists from ACA and Sutherland Asbill & Brennan will discuss a range of topics associated to the DOL rule.

During this webcast, our speakers will cover:

  • Background of the DOL Fiduciary Rule
  • Who is affected by the rule
  • Important changes from the 2015 proposal to the final rule
  • Exemptions and Exclusions including the Best Interest Contract Exemption
  • What firms should do to prepare for implementing the rule

Please click here to register for the complimentary webcast.

 

 

Title: The Customer-First Advisor: How to Help Your Salespeople Survive and Sell in the Coming DOL Environment

Presented By: Anthony Cole Training Group

Date: Monday, June 6, 2016

Time: 2:00 - 3:00 PM EDT

Cost and Registration: Free for BISA members$50.00 for non-members (click here to register).

DOL is projected to cost the brokerage industry $3.9B. How much will it cost your firm to train and implement the new regulations internally? Do you expect a drop in sales? Do you know how to help your advisors sell as fiduciaries? Eventually the dust will settle and all the necessary systems, processes and paperwork will be in place. Are your advisors still selling and do they have what it takes to succeed?

Tony Cole, President of Anthony Cole Training Group, will share with you how to grow revenue in the face of the DOL regs with 1) knowing the opportunity 2) Improving performance management and coaching of sales management and 3) Looking at advisors with Customer First DNA. Webinar participants will leave with a working knowledge and tools to:

  • Improve performance management competencies and implement systems and processes that will support the’ best interest’ activities of your FAs
  • Recruit and hire sales talent to the ‘tailored fit’ profile of the idea Customer First advisor
  • Better understand and deliver what your clients really want and need with an Advocacy approach by using planning tools and different metrics for success

 

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