Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter
MAR 24, 202612 MIN
Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter
MAR 24, 202612 MIN
Description
In this episode of the BISA Portfolio Podcast, guest host Heather Broderick of LPL sits down with new BISA President Jane‑ellen Porter of Wilmington Advisors at M&T to discuss building the next generation of advisor talent — and why solving the talent gap is business‑critical for institutions today. Recorded live at the BISA Annual Conference in Tampa, their conversation explores how intentional development, mentorship,and inclusion can secure both client outcomes and firm growth for years to come.Tune in to learn:Why the aging advisor population and the coming great wealth transfer make a proactive talent strategy essential to retaining clients and assets.The core qualities Jane‑ellen looks for in advisor candidates — beyond credentials — including passion for helping people, work ethic and the ability to pass key licensing exams.How a structured 18-24 month development pathway, with sales managers as managers and seasoned advisors as mentors, can successfully grow juniors into high‑producing financial advisors.How BISA’s Rising Stars program and the work of the Impact and Vision Committee are helping attract women and underrepresented professionals into advisory, operations and compliance roles — and why investing in younger talent now creates “lifers” who will shape the future of the industry.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 advisory services through the bank channel. Visit the Portfolio content hubBecome a BISA member