Multi-Gen Perspectives on Hot Topics | Live at Conference

About this episode

The episode features interviews with industry professionals and students discussing hot topics recorded live at the BISA Annual Conference.

In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference. The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (Kinecta Wealth Management) and Kendra Cain (Arvest) as well as...

People in this episode

Hosts: Jay McAnelly, Lee Bennett

Guests: Jane-ellen Porter, Tim Coleman, Frank Rehhaut, Kendra Cain

Topics covered

• multi-generational perspectives
• industry insights
• hot topics
• financial services
• conference discussions

Keywords

• multi-generational
• financial industry
• conference
• interviews
• hot topics

Mentioned in this episode

Organizations: Ameriprise Financial Institutions, F&G Life, Wilmington Advisors at M&T, Centier Bank, Kinecta Wealth Management, Arvest, BISA

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