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The Voice of Wealth: Developing a Successful Delivery Model With Rebecca Robinson & Jacinda Norvell
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In this episode of the BISA Portfolio Podcast series “The Voice of Wealth,” BISA’s Wealth Committee Chair Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, talks about developing successful delivery models with Rebecca Robinson, director of wealth management at Zions Bancorporation. They discuss how Zions takes a collaborative approach to wealth management, tailoring their teams and services to each client's unique needs and complexity. Key takeaways of this episode include:
- The importance of flexibility and emotional intelligence in wealth advisory, to truly understand client goals and challenges
- Strategies for fostering professional development in wealth management teams, such as hands-on training, mentorship and feedback sessions
- How a collaborative, planning-based culture can enhance the client experience and help advisors grow with their clients over time
About Jacinda Norvell
Jacinda Norvell is a senior managing director and the wealth brokerage sales execution director for Truist Wealth and Trust Investment Services, Inc. offering over 25 years of financial services experience. Prior to joining SunTrust, now Truist, in 1997, Jacinda obtained both retail brokerage and institutional investment experience at The Robinson Humphrey Company and Invesco. Having worked in various management roles at SunTrust, now Truist, Jacinda currently leads sales enablement efforts for their broker/dealer focused on advisor recruiting and retention, business planning and execution for managers and advisors, and development and DEI initiatives.
About Rebecca Robinson
Rebecca Robinson, CPA, CFP®, is the executive director of wealth management at Zions Bancorp, where she serves on the company's Executive Management Committee. As the head of wealth management, Rebecca leads a multi-state team of professionals who provide tailored investment management, wealth and business succession planning, philanthropic and fiduciary services
to high-net-worth families, business owners and corporate clients. She provides the strategic vision for the firm’s planning centric approach to client service. In addition to her wealth management responsibilities, she serves as the executive in charge of bank’s affluent customer strategic initiative, chairs the benefits investment committee and is a member of the board of
directors for the Zions Bancorp Foundation. Rebecca also serves on the Board of Directors for BISA.
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.
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