Executive Director, Bank Insurance and Securities Association (BISA)
Joined March 2017
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#BISA members, don't miss this excellent podcast!
The BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, launched this week! Host Scott Stathis is joined by BISA Board Secretary Mike Miroballi and BISA Vice President John Olerio. Listen now and subscribe: bit.ly/2PRxOjm
Jeff Hartney retweeted
The BISA Industry TrendWatch podcast series, produced by BISA in partnership with Stathis-Mittel, launched this week! Host Scott Stathis is joined by BISA Board Secretary Mike Miroballi and BISA Vice President John Olerio. Listen now and subscribe: bit.ly/2PRxOjm
Some optimistic news from Professor Jeremy Siegel: Investors Who Fled Stock Market Are Losing Out at.law.com/3Eju4W?cmp=share_… via @ThinkAdvisor @BISATweets
Great article from Tim Kehrer. Be sure to check it out.
Recent research shows that there has been a sharp increase in #firms developing #advisors internally. Read more on #BISAPortfolio: bit.ly/2FoCbyi
At the BISA Diversity Committee meeting. Great ideas from a committed and passionate group of folks. #BISA
Important October benchmark results for BISA members from Stathis Partners and LPL Financial xitter.cf/BISATweets/status/9388…
The September results for the Stathis Partners, LPL Benchmark Report is now available. Members received an email with the link to download on Nov 10th. xitter.cf/JPHartney/status/92508…
@BISATweets #BISA Members, check your inbox to download the August results for the new Stathis Partners, LPL Monthly Benchmark Report
How to Create, Cultivate & Convert Qualified Leads for Greater Sales Growth. Register today for Anthony Cole Training Oct 26th webinar xitter.cf/JPHartney/status/92067…
@BISATweets #BISA More Qualified Sales Leads! Don't miss Tony Cole's insightful Oct 26 webinar. Register today at bisa.site-ym.com/?page=SEWeb…
Don't miss the Oct 6th deadline for your proposal to be conisdered. xitter.cf/BISATweets/status/9102…
Do you have expertise to share? Consider submitting a proposal to speak at #BISA's 2018 Annual Convention! bit.ly/2wEN1Iu
A new monthly industry benchmark report for all BISA members! The first edition will available next week. xitter.cf/BISATweets/status/9058…
#BISA is excited to co-sponsor a benchmarking report set to release next week by Stathis Partners & LPL! Look for more info soon to come!
Jeff Hartney retweeted
#BISA members: share your #HurricaneHarveyRelief stories with us. We want to know what your org is doing to help support those in need.
Jeff Hartney retweeted
#BISA has made a donation to the Red Cross in support of hurricane Harvey victims. Learn how you can help: rdcrss.org/2w9wuze
Excited for the launch of Portfolio Weekly! Part of our new digital platform for providing critical industry information for BISA members xitter.cf/BISATweets/status/9008…
Jeff Hartney retweeted
The Fiduciary Rule is About More Than Advisor Pay. Here’s Why That Matters. bit.ly/2wEEV2M
Jeff Hartney retweeted
#BISA CEO Retreat attendees are enjoying the sweet view from the Fannie May Bleacher Sweet at the Cubs game! #CEORetreat17 #GoCubsGo
Jeff Hartney retweeted
Labor Department Seeks 18-Month Delay in Fiduciary Rule #DOL bit.ly/2uvlSLQ
My thanks to the Diversity Committee. Stay tuned for exciting announcements about the Diversity Award and Rising Star program! xitter.cf/JPHartney/status/89283…
@BISATweets BISA Diversity Committee meeting today in Chicago. Great group of industry leaders working to increase awareness & opportunity
Thank you to all of the industry leaders, sponsors & the University of Chicago Booth School for an incredible CEO Retreat! #CEORetreat17