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Webinars: Technology Tuesday Web Series

Technology Tuesday Webinar Series


It is no secret that the COVID-19 pandemic has altered how we do business and how our customers expect to do business. Our work environments have changed drastically in the last few months, and our reliance on technology has undoubtedly grown. To help you transition into this new world as seamlessly as possible, BISA presents a new webinar series, "Technology Tuesday."  All webinar sessions take place on Tuesday afternoons at 4:00 PM -- 5:00 PM Eastern.





Registration and Cost: As a member of BISA, you receive complimentary, exclusive access to webinars and webinar recordings.  When accessing the recordings, even though you will be prompted to "purchase" the recording, the price is $0.00 and you will not be charged or asked for payment information.

Technology Tuesday is a four-part series spanning several weeks.  When registering, please indicate which sessions you plan to attend on the Attendee Selections tab -- there is no cap or limit on attendees or sessions, and we encourage you to attend as many as your schedule allows.  Upon completion of your registration, you will receive a confirmation email with the Zoom link.  Whether you attend one session or all of them, the Zoom link will be the same.  Please contact BISA ( or 202-367-1111) with any questions.



Part 1: Negotiating the Business of Being a Broker Dealer Through the Current Crisis

Presented by ATA Risk Station

4:00 PM -- 5:00 PM Tuesday, July 28, 2020

Speakers: Aladin Abughazaleh, Chief Executive Officer, ATA Risk Station; Charles Reiling, CEO, Coastal Equities; Steven Stone, Partner, Morgan Lewis

Session Description:  For broker dealers, the sudden end of the Bull Market and collapse in interest rates makes the current environment the Perfect Storm. Between the RIA and Robo options, the broker dealer operating model is struggling for relevance with both advisors, existing investors and the next generation.  Separately, the business model is being massively challenged by lower net interest spreads, rampant fee discounting, falling AUMs and rising advisor payouts.  In addition to empowering advisors and supporting compliance, ATA RiskStation™ can also help broker dealer executives to create new recurring revenue streams to help offset their firms’ severe margin compression.

Click Here to Watch the Recording


Part 2: Virtual Meeting Best Practices and Skills

Presented by Nationwide

4:00 PM -- 5:00 PM Tuesday, August 18, 2020

Speakers: Chris Hottel, Learning & Performance Manager, Nationwide and Ashley Flynn, Learning & Performance Consultant, Nationwide

Speaker Bio: Chris Hottel, MBA, CHFC, AIF  Chris has been in the financial industry for over 20 years and a Manager on the Sales Development & Coaching team within the Nationwide Retirement Institute. His team creates and delivers development programs designed for Nationwide Financial’s sales associates and leaders.   Ashley Flynn, ChFC  Ashley’s 11 years of experience has had a heavy focus on supporting and developing our sales teams. She works with teams to build their skills and presentation acumen.

Session Description: This presentation walks you through effective ways to use your camera to add a personal touch when connecting with your clients, utilize screen sharing to make walking through complex documents and websites easy, and how to keep your audience engaged through questions.  In this presentation we discuss: 

Using your camera to add a personal touch when connecting with clients

1. Where to position your camera

2. How to mimic eye contact

3. How to set up your background and lighting 

Utilizing screen sharing to make walking through complicated documents and websites easy

1. What should your desktop look like

2. Tools to help your clients follow along

3. When should you turn your camera on and off 

How to keep the audience engaged by using

1. Open ended questions

2. Story selling & examples

3. Vocal energy 

Click Here to Watch the Recording


Part 3: Virtual Prospecting with Real Results

Presented by Social Advisors

4:00 PM -- 5:00 PM Tuesday, September 15, 2020

Speaker: Charlie Van Derven, President, Social Advisors

Speaker Bio: Charlie Van Derven has been coaching and partnering with financial advisors and B2B sales professionals since 1998. He founded Social Advisors in 2013 after 15 years of leadership roles with major marketing and business development firms in the financial services industry. The mission of Social Advisors is to help B2B sales professionals leverage the best digital tools available to engage with and grow their networks, prospects and books of business.

Session Description: Discover the secrets to developing the right engagement strategy to help deliver qualified prospects, appointments, and new business consistently -- without being face-to-face.  Learn strategies for growing your prospect network and closing more business.  Learn how to create your own step-by-step process for executing a virtual marketing strategy.  Develop a direct messaging strategy designed to create steady network growth for your business.  Leverage LinkedIn Sales Navigator to grow an ideal network of prospects and secure new consultations with your target audience(s) monthly.


Click Here to Watch the Recording



Part 4: Navigating the Advisor Desktop Amid the Pandemic and Beyond

Presented by Copytalk

4:00 PM -- 5:00 PM Tuesday, September 29, 2020

Speakers: Maree Moscati, Copytalk CEO, CTPRP; Doug Wardley, Vice President of Product Strategy for LPL Financial; and Michelle Feinstein, Director of Technology Solution Consulting and Client Engagement for BNY Mellon Pershing

Speaker Bio: Maree Moscati is CEO of Copytalk, a transcription service engineered to meet the financial-services industry’s rigorous standard of accuracy and privacy. With Moscati at the helm, Copytalk recently won BISA’s Technology Innovation Award for the fourth consecutive year. Moscati joined Copytalk eight years ago, coming with a 30-year background in the financial-services industry. In 2018, she received BISA’s prestigious Lifetime Achievement Award & indoctrined into their Hall of Fame. Doug Wardley is VP of Product Strategy for LPL Financial, focused on technology strategy. Michelle Feinstein is Director of Technology Solution Consulting and Client Engagement for BNY Mellon Pershing.

Session Description: Navigating the recent growth in technology that advisors use on a daily basis to operate their business and provide advice to clients is difficult in the best of times. As Doug Wardley, Vice President of Product Strategy for LPL Financial, noted in a recent Copytalk webinar, the financial services industry has seen such a growth of new technologies that “we’re living in an era of confusion.”
Between client relationship management (CRM), portfolio management, rebalancing, and financial planning tools – it can be challenging for financial advisors and wealth management firms as a whole to master this technology while doing the other items on their plates. Now, as the COVID-19 crisis presents firms with new challenges such as the majority of employees working from home, understanding the platforms and tools available has become even more crucial – as has choosing which ones are right for you and your firm.
This webinar session will highlight best practices and solutions for leveraging the advisor desktop in the current work-from-home environment and beyond. We’ll discuss how technology, advice, and financial planning intersect on the rapidly changing digital desktop, which gives advisors the tools they need to better manage their client's portfolios, facilitate communications, easily view data and analytics, and ensure adequate documentation for regulatory compliance, including adhering to the Securities and Exchange Commission’s upcoming Regulation Best Interest (Reg BI).
Best of all, the solutions and best practices that we discuss will help advisors and their firms navigate the pandemic, but their applicability is not limited to it. Rather, even as workers start to return to the office, our forward-looking advice will continue to help wealth managers leverage the advisor desktop during this new environment, whatever that may be.




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