Webinar: Industry in Transition—The Advisor of the Future
BISA and Kehrer Bielan Research Webinar:
The Advisor of the Future
July 29, 2020
On Wednesday, July 29 from 3:30 PM – 5:00 PM, BISA and Kehrer Bielan hosted Part 3 of the Industry in Transition Web Series: The Advisor of the Future.
The topics covered in this webinar include:
- Metrics and strategies for a coverage model in this new environment
- Answers to the question “How do clients prefer to be served?”
- Self-sourcing business and referrals beyond branches
Presenting this webinar are industry contributors:
- Howard Hammond, Fifth Third Securities
- Dorothy Mitchel, CFP®, U.S. Bancorp Investments
- Rhomes Aur, First Horizon Advisors
- Kevin McCarthy, SunTrust Investment Services, Inc.
Webinars are free and available only for BISA members. Click here for a recording of the webinar. Click here for the live poll results from the webinar.
Want a refresher of Parts 1 and 2? Click the links below to catch up before the next session:
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