More Information and Registration

What The Program Manager Needs to Know (PDF file)
Sign Up Your Advisors (PDF file)
Advisor Profile Questionnaire (PDF file)
Hotel Information

Summary

The BISA Bank Financial Advisor Workshops provide a truly unique and outstanding opportunity only for producing advisors in depository institutions (including banks, thrifts and credit unions). Packing a tremendous amount of really practical information into a short period, this program will enhance your Advisors' productivity and professionalism. To do this, we have "cherry picked" from the best "value added" materials our sponsors/partners have developed. Your Advisors will be exposed to some of the top talent and ideas in the industry. And all will be presented without any individual product push.

Highly rated
96% of last year's attendees said they would recommend the workshop to others.

Learn with seasoned Advisors
The average GDC for last year's attendees was over $400,000. Average tenure was 5 years at current institution, 11 years in the securities business and 13 years on financial services.

Little or no cost to BISA members
There is no registration fee for Advisors from BISA depository institution members, and Advisors from Participating and Leadership members can receive their hotel room for free. (See BISA website for details: www.bisanet.org/rdp/PDF/B1.pdf.)

Program Highlights

Peer Group Discussion Sessions
An opportunity to exchange ideas with facilitators and other Advisors of similar backgrounds. This is a chance for your Advisors to discuss areas of particular interest to them that are not covered in the more structured sessions.

Focused "Topic Sessions"
Focused "topic sessions" will run concurrently in sets of three which are then repeated so each Advisor can choose four of six topics offered based on his/her individual practice and interests. The following topics are scheduled to be covered through the year.

• Best Practices in Working Your Book — A comprehensive discussion of how top Advisors have cracked the code to truly grow their business with existing clients.
• Understanding and Applying IRA Distribution Rules — How to make sense for your clients and create opportunities for yourself out of the complex rules governing retirement plan distributions.
• Turning Sales Into Relationships — Learn a straightforward process to make the sale a starting point in building a truly profitable relationship rather than the end goal before you move on to the next referral.
• Investor Mindset — A practical look at how "behavioral finance" impacts your client's mindset and how you can use that knowledge to become a truly trusted advisor.
• Working with your Team — Coaching, Mentoring and Managing in your small group or across the institution.
• Retiree Medical Costs and Coverages — The Reality, The Impact and The Opportunity associated with the complexities of real retiree medical costs, what is covered by government plans and how to identify and fill the gaps.
• Women, Money and Power — Learn how to retain and expand your business by connecting with financially empowered women.
• "Buried Treasure" — Turning 13 common annuity and life insurance planning mistakes into planning jewels.
• "Legacy" — How to go beyond retirement to facilitate discussion with clients about legacy and inheritance transfer.
• 11 Common Retirement Mistakes — Learn common mistakes clients make regarding life insurance, annuities and qualified plans, and how to enhance your value by helping to address and/or correct them.

Dynamic Keynote Speakers
Each program will feature three keynote speakers including a top economist/investment analyst and top "motivational" speakers who will provide insights to help advisors build their business and balance their life.

Informal Networking
In addition to peer-to-peer discussions in the formal sessions, there will be significant additional opportunities to network with Advisors from other institutions at the reception and meals.

Advisor Action Plan
Each Advisor will complete a "takeaway action plan" before leaving to help them implement some of the things they learned and inform their managers and associates upon their return.

Register soon. Space really is limited.
In order to allow for a high level of interaction and discussion in the various sessions, each workshop will be limited to 100 Advisors. It is important to register your Advisors early to guarantee their place.