How Research Insights Can Inspire Success

About this episode

The episode discusses how to leverage BISA's monthly reports for success in financial advising.

In this episode of the BISA Portfolio Podcast, Kevin Mummau and Kevin McCarthy from the BISA Research Committee talk with Scott Smith of Cerulli about how to effectively use BISA's Insights & Analytics Advantage monthly reports for success. The conversation highlights the growing willingness of investors to pay for financial advice and emphasizes the importance of data-driven decision-making in areas like risk management, compliance, and understanding customer preferences. Listener...

People in this episode

Hosts: Kevin Mummau, Kevin McCarthy

Guest: Scott Smith

Topics covered

• financial advice
• data-driven decision-making
• risk management
• compliance
• customer preferences

Keywords

• BISA
• Insights & Analytics Advantage
• financial advice
• data-driven
• risk management
• compliance
• customer preferences

Mentioned in this episode

Organizations: BISA Research Committee, Cerulli, BISA

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