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Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.


November Webinars

Title: Why Many of Your Advisors Will Struggle to Meet Their Goals in 2017: Succeeding in the Post-DOL Environment 

Presented By: Anthony Cole Training Group

Date: Wednesday, November 9, 2016

Time: 2:00 PM - 3:00 PM EDT

Registration and cost: Free for BISA members, $50.00 for non-members (click here

Transition will be the key as we move into the post-DOL environment with new processes in place to ensure that clients are receiving the right recommendation for products and services.  We know what the regulations say, but will your advisors be able to make the leap?  Are they coachable, trainable and do they have the most important component, the ‘figure-it-out factor”?  How skilled and comfortable will they be at asking all the necessary questions of their clients?  There are often self-limiting obstacles that prevent advisors from performing as they should and delivering the results your bank or credit union needs. Knowing how to identify those obstacles and coach your advisors through them is your key to achieving your sales team’s revenue goals, especially in the post DOL environment.

 Tony Cole, nationally recognized sales expert for the financial industry, will show you how to identify the crucial elements and sales competencies that impact sales. You’ll be armed with the tools you need to bring out the best in your advisors.

 In this session, you'll learn how to:

  1. Identify the 4 critical performance factors that your salespeople must possess to succeed
  2. Use key techniques to uncover these factors in candidates and your team
  3. Become a better coach to drive sales team performance with an understanding the key traits of successful advisors: The Will to Sell, The Sales DNA and five Sales Competencies

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11/14/2016 » 11/15/2016
BISA Regulatory & Compliance Summit

3/7/2017 » 3/10/2017
2017 Annual Convention

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