Recording: Industry in Transition Part 3 Webinar
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Recording: Industry in Transition Part 3 Webinar

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Webinar Recording Part 3: Industry in Transition --

Join BISA and Kehrer Bielan for a Zoom webinar series on how we are partnering to conduct research on how the collective innovation of our members is shaping what our business looks like in the future. 

The final webinar will address the advisor of the future, including metrics and strategies for a coverage model in the new environment, client service preferences, and self-sourcing business and referrals beyond the branches. 

Industry contributors include: 

             Robert Corsarie, Fifth Third Securities
             Dorothy Mitchel, CFP, U.S. Bancorp Investments
             Rhomes Aur, First Horizon Advisors
             Kevin McCarthy, SunTrust Investment Services, Inc.

Access to this webinar recording is complimentary for all BISA members. You will be prompted to purchase the recording for $0.00 and will receive an email with a PDF attachment, which include the link to access the webinar.


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