BISA Portfolio Podcast

In this first part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Jenny Kaskel (InspereX) and Michael Lollman (Frost Investment Services), both from the program's 2021 cohort.  They share their stories, thoughts and advice after more than a year spent as program participants, discussing topics including: Th...

In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee.   In this second episode, Beard and Nickens share their tho...

In this two-part series of the BISA Portfolio Podcast, Portfolio contributing editor Rich Blake is joined by Kevin Beard, chief growth officer at Atria Wealth Solutions, and Jim Nickens, president of InSource, Inc. and executive vice president of USAnnuity Partners - both members of BISA's Diversity, Equity & Inclusion Committee. In this first episode, Beard and Nickens share their leader...

In this special episode of the BISA Podcast, Portfolio contributing editor Rich Blake is joined by Martin Powell, head of annuity distribution at CUNA Mutual Group and a supporter of BISA’s Black Voices Unmuted task force. In this episode, Powell shares his inspiring story, how his passion for equality and inclusivity was instilled in him at a young age, moving snapshots of his life, and his pathw...

In this episode, Rich Blake, Portfolio contributing editor, speaks with BISA President Frank Consalo. The two discuss takeaways from the industry's response to the pandemic shut down, the future of the workforce, cryptocurrency, and issues surrounding what is expected to be a period of transformation for society post-pandemic. BISA is the leading financial services industry association dedica...

BISA President Frank Consalo and BISA Executive Director Jeff Hartney recently sat down to discuss the future of BISA. Listen to the full conversation in this episode of the BISA Portfolio Podcast.  BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and ad...