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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!   

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

BISA Webinar Series 

Title: On-Demand Peer Group Discussion: Kick-start Your Investment Center

Date: Wednesday, June 27, 2018

Time: 3:00 - 4:00 PM Eastern Time

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

 Webinar Description:

Do you want to get your investment center up and running? Join BISA for a video conference call on Wednesday, June 27, 3:00 pm - 4:00 pm EDT, where Sarah Sutton of BISA member firm FTB Advisors will lead a peer group discussion centered on starting or improving your investment center. Following the call, you will receive a copy of a business plan that you can use to help propel you to the next level.

Is this peer group discussion right for you? 
Many BISA member firms are in the process of establishing a centralized group of advisors that leverage phone, video, and other communication channels to service investment clients with balances between $50,000 and $100,000.

FTB Advisors Director of Investment Services Sarah Sutton will lead participants in brainstorming best practices for developing the job description and preparing to hire the team leader for these advisors. If your company has already established a similar centralized group of advisors and you are willing to share information around job title, responsibilities, comp parameters, etc., you are encouraged to join this peer group discussion. Or, you if are interested in learning more about how other companies are establishing these centralized groups of advisors, this peer group is also right for you.

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