BISA 2014: Editor's Choice

Like many of you, Bank Investment Consultant is decamping to Florida this week for the BISA 2014 conference. Associate Editor Margarida Correia and I have been poring over the conference schedule to make a game plan for our coverage.

We’ve identified a number of sessions that we’ll be covering. Bearing in mind that conference schedules can change, and an unexpected one-on-one interview can throw a wrench into the best-laid plans, here are the sessions that piqued the interest of the editorial staff of Bank Investment Consultant.

On Wednesday, I’ll be at the “Navigating the New Retirement Healthcare Paradigm” session, which should dovetail nicely with some of the issues we’ve written about in the past. Meanwhile, Margarida will be at “What’s Relevant for Today’s Transition Boomer.” We’ve certainly written about retirement and other baby boomer issues before so how can this one miss? And we’ll both be at the “2014 Predictions” general session.

Thursday will be a full day. In the morning, Margarida will be at “Recruiting, Compensating and Retaining Advisors: Navigating the Changing Regulatory and Compliance Environment” and later, “Are We Paying Our Financial Advisors Enough.” We’ve written about compensation in the past so these sessions should boost our coverage in this area.

I’ll be at “The Coming Financial Advisory Recruiting Crisis” and “Best Practices to Grow Your Business.” Again, I think these should be nice complements to some of our past coverage.

In the afternoon, she’ll be at “How to Recruit Sales Superstars” and, later, “Are Your Advisors Referable.” Meanwhile, I’ll be at “When Should Your Clients Retire” and “Profile of a High Performing Bank.” And, we’ll try our best to hear as much as possible of “Optimizing Fee-Based Business.” (Some of our related coverage on this can be seen here.)

Later that day, we’ll be at ”Marshmallow Effect: Why So Many Retirees Make a Poor Decision and Claim Social Security at 62,” which we hope will enhance our own SS coverage. Plus, we’ll be covering “Protecting Your Program—Lessons from FINRA and Other Regulatory Examinations.”

We’ll both be at the general session, “The Psychology of Financial Planning: Why Americans Can’t Get Off the Block.” And finally, I’ll be sure to be at Steve Forbes’ session on Friday morning. How can I miss one of the most famous editors of all time?

Read more:

• U.S. Bank's HNW Unit Reaches Out to Healthcare Providers
• Advisors: Reframe Retirement for Clients
• Misconceptions of Social Security