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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