Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Est. Listeners
Insufficient chart data. Estimates will improve as the show charts.
- Per-Episode Audience
Est. listeners per new episode within ~30 days
N/A🎙 ~2x weekly·29 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
N/A - Active Followers
Loyal subscribers who consistently listen
N/A
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
Recent guests
Recent episodes
What Sports Teams Teach Us About Financial Leadership
May 13, 2026
21m 17s
BISA's Impact and Vision Committee: Yesterday, Today and Tomorrow
Apr 28, 2026
16m 00s
What Brought Us Into Financial Services
Apr 3, 2026
16m 04s
Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter
Mar 24, 2026
12m 50s
Redefining Aging: Women as CCO
Dec 15, 2025
20m 09s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/13/26 | What Sports Teams Teach Us About Financial Leadership✨ | financial leadershipteamwork+3 | Pamela DawsonKelly Lytle+1 | Franklin MadisonU.S. Bank+2 | Tampa | financial leadershipteamwork+3 | — | 21m 17s | |
| 4/28/26 | BISA's Impact and Vision Committee: Yesterday, Today and Tomorrow✨ | BISAImpact & Vision Committee+3 | Pamela DawsonLogan Hickman | BISAU.S. Bank+1 | Tampa | BISAImpact & Vision Committee+5 | — | 16m 00s | |
| 4/3/26 | What Brought Us Into Financial Services✨ | career journeysfinancial services+3 | Ron MajorKylie Murray+3 | Swan Financial GroupBISA+5 | Tampa | financial servicescareer journeys+3 | — | 16m 04s | |
| 3/24/26 | Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter✨ | advisor talenttalent gap+4 | Jane‑ellen Porter | BISALPL+2 | Tampa | advisor talenttalent gap+5 | — | 12m 50s | |
| 12/15/25 |  Redefining Aging: Women as CCO✨ | women's financial influenceChief Consumer Officers+3 | Lisa D’AmbrosioAlex Samoila | MIT AgeLabMassMutual Strategic Distributors | — | womenfinancial influence+3 | — | 20m 09s | |
| 12/9/25 |  Redefining Aging: Why Words Matter✨ | agingretirement planning+3 | Lisa D’AmbrosioAlex Samoila | Cetera Investment ServicesMIT AgeLab+1 | — | agingretirement+4 | — | 32m 22s | |
| 9/9/25 | The 'White Lotus' Financial Market With Gene Goldman and John Olerio✨ | financial marketsinvesting+3 | Gene Goldman | Lighthouse Wealth AdvisorsCetera+1 | — | financial marketsS&P 500+4 | — | 18m 04s | |
| 9/2/25 | 3 Primary Investment Themes Right Now With Gene Goldman and John Olerio✨ | investment themesFederal Reserve+3 | Gene Goldman | BISALighthouse Wealth Advisors+1 | — | investmentFederal Reserve+3 | — | 26m 40s | |
| 3/25/25 |  Multi-Gen Perspectives on Hot Topics | Live at Conference✨ | multi-generational perspectivesindustry insights+3 | Jane-ellen PorterTim Coleman+2 | Ameriprise Financial InstitutionsF&G Life+5 | — | multi-generationalfinancial industry+3 | — | 26m 15s | |
| 1/23/25 |  How Research Insights Can Inspire Success✨ | financial advicedata-driven decision-making+3 | Scott Smith | BISA Research CommitteeCerulli+1 | — | BISAInsights & Analytics Advantage+5 | — | 12m 58s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 11/5/24 |  Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke✨ | customer complaintscomplaint management+3 | Jarrett JacobsDebi Lucke | Northern Trust SecuritiesFifth Third Securities+1 | — | customer complaintscomplaint management systems+3 | — | 22m 53s | |
| 10/18/24 |  DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter | In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse teams within the financial institution. Both Symetra and Key Investment Services have implemented DE&I initiatives, such as resource groups, training and leadership commitment. They discuss these initiatives and strategies for the future. About Logan Hickman L... | 17m 02s | ||||||
| 10/8/24 |  BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience | In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews 2024 Rising Stars awardees Madi Vandegrift of Truist Wealth and Juan Muñoz of Nationwide. They share their experience and inspiration as awardees and members of the Rising Stars program. Listen to the full episode, and then nominate yourself or someone else for the 2025 Rising Stars cohort! Nominations are now open and close Friday, Oct. 18, 2024. About Logan Hickman Loga... | 16m 37s | ||||||
| 9/24/24 |  BISA Portfolio Podcast — DE&I Voices: Keeping DE&I Relevant With Heather Hepburn and Jim Nickens | In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve business results and strengthen our industry. Listen to the full episode to learn about how Hepburn, Nickens and Hickman are engaging in DE... | 17m 42s | ||||||
| 8/22/24 |  The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell | In this episode of the BISA Portfolio Podcast series "The Voice of Wealth," Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, and Donna McNeely, president of Kinecta Financial Management Company, discuss the intricacies of the wealth management career path and the challenges of recruitment and retention. Key takeaways from this episode include: The importance of finding your passion and building a career around your strengths.The various career paths available with... | 16m 09s | ||||||
| 8/1/24 |  The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell | In this episode of the BISA Portfolio Podcast series “The Voice of Wealth,” BISA’s Wealth Committee Chair Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, talks about developing successful delivery models with Rebecca Robinson, director of wealth management at Zions Bancorporation. They discuss how Zions takes a collaborative approach to wealth management, tailoring their teams and services to each client's unique needs and complexity. Key takeaways of this episod... | 11m 41s | ||||||
| 11/14/23 | DE&I Rising Stars: Making the Most of Mentorship | In this episode of the BISA Portfolio Podcast, learn why mentoring matters and how to make the most of it from 2023 DE&I Rising Stars awardee Lindsay Diehl Green, United Bank, and her mentor, Pamela Dawson, US Bank. Piera Valle of Pacific Life is guest host of this podcast. Topics covered include: Takeaways from the DE&I Rising Stars mentorship programWhat they've learned through this programWhy they see mentorship and sponsorship as valuable to the industryWhat they've learned from ... | 13m 21s | ||||||
| 10/16/23 | Regulatory & Compliance: Off-Channel Communications and Complex Products | Kenneth Cherrier of F&G interviews Kendra Cain of Arvest and Kevin Larson of Cetera Financial Group on two topics making a splash in regulatory and compliance right now: off-channel communications and complex products through a Regulation Best Interest (Reg BI) lens. Listen to this podcast episode on your way to the BISA Regulatory & Compliance Summit, November 13 - 14, the event bringing together program executives and compliance officers from across the bank insurance and se... | 27m 39s | ||||||
| 9/12/23 | Portfolio Podcast Episode 16: The Evolution of the Wealth Client | Truist's Jacinda Norvell and Huntington's Mike Miroballi, BISA president, join host Jeff Hartney, BISA executive director, to discuss how the typical wealth client is evolving and changing. Here are a few highlights you won't want to miss in this episode of the BISA Portfolio Podcast: How the needs and expectations of the wealth client have changedEffective strategies to meet clients at different life stagesEnsuring clients receive tailored financial solutionsHow to leverage technology to enh... | 16m 29s | ||||||
| 6/6/23 | Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli Associates | In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this podcast, they discuss some of the study's key takeaways, including: What's making recruitment difficult right nowThe key benefits of the bank and cre... | 40m 50s | ||||||
| 2/18/23 | Portfolio Podcast Episode 14: Convention Preview — Elevate, Energize, Execute | In this special edition of the BISA Portfolio Podcast, Annual Convention Co-chairs LeAnn Rummel of Cetera Investment Services and Tim Layton of WealthVest share: Their thoughts on key industry trends as we head into the convention Their tips, tricks and secrets for making the most of the convention Sessions they don't want to miss Plus, you'll hear sneak peeks from keynote speakers that will give you a taste of what's to come! Haven't registered yet? Do so now. BISA is the le... | 21m 54s | ||||||
| 2/3/23 | Portfolio Podcast Episode 13: Circle of Excellence Awardees on Fostering Community | In this episode of BISA Portfolio Podcast, Jane-ellen Porter interviews Circle of Excellence Awardees, Jim Nonnengard and John Olerio, on how they've fostered community throughout their careers. They discuss: Their many years taking advantage of all networking opportunities BISA providesStrategies for seeking and developing community through networkingHow competitors become friends through BISA connections About Jane-ellen Porter Jane-ellen Porter is senior vice president and affluent ... | 29m 22s | ||||||
| 12/15/22 | Portfolio Podcast Episode 12: Circle of Excellence Awardees on Cultivating Growth | Ram Nagappan (BNY Mellon | Pershing) and Howard Hammond (Fifth Third), 2022 Circle of Excellence award winners, share with guest host Jane-ellen Porter (Wilmington Advisors @M&T) their advice for cultivating growth on all stages of the career journey. Topics include: How they’ve cultivated a growth mindset throughout their careersPushing through times of stagnationAdvice for industry leaders growing their teamsGoals they set for future growthRam Nagappan is the Chief Information Officer f... | 23m 27s | ||||||
| 11/28/22 | Portfolio Podcast Episode 11: DE&I Rising Stars (Part 2) | In this second part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Amy Busch (The Huntington Investment Company) and Mary Tuggle (iCapital), both from the program's 2022 cohort. They share their stories, thoughts and advice after almost a year spent as program participants, discussing topics including: Benefits of having a mentor 7:03Their commitment to DE&I 10:37Recruiting and retaining young pr... | 30m 43s | ||||||
| 11/3/22 | Portfolio Podcast Episode 10: Managing Exam Priorities With Carol Goulding & Serina Shores | Managing SEC and FINRA exam priorities isn't always a walk in the park, but guest host Carol Goulding (M&T Securities) and guest Serina Shores (Huntington Financial Advisors) break down how they do so effectively — and have fun along the way — in this edition of the BISA Portfolio Podcast. Topics discussed include: Process for analyzing letters (8:12)Finding best practices (10:45)Contacting regulators directly (12:52)Addressing results of FINRA analysis (15:47)Involving legal staff (16:46... | 23m 50s | ||||||
Showing 25 of 31
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.