ABA Banking Journal
No Result
View All Result
  • Topics
    • Ag Banking
    • Commercial Lending
    • Community Banking
    • Compliance and Risk
    • Cybersecurity
    • Economy
    • Human Resources
    • Insurance
    • Legal
    • Mortgage
    • Mutual Funds
    • Payments
    • Policy
    • Retail and Marketing
    • Tax and Accounting
    • Technology
    • Wealth Management
  • Newsbytes
  • Podcasts
  • Magazine
    • Subscribe
    • Advertise
    • Magazine Archive
    • Newsletter Archive
    • Podcast Archive
    • Sponsored Content Archive
SUBSCRIBE
ABA Banking Journal
  • Topics
    • Ag Banking
    • Commercial Lending
    • Community Banking
    • Compliance and Risk
    • Cybersecurity
    • Economy
    • Human Resources
    • Insurance
    • Legal
    • Mortgage
    • Mutual Funds
    • Payments
    • Policy
    • Retail and Marketing
    • Tax and Accounting
    • Technology
    • Wealth Management
  • Newsbytes
  • Podcasts
  • Magazine
    • Subscribe
    • Advertise
    • Magazine Archive
    • Newsletter Archive
    • Podcast Archive
    • Sponsored Content Archive
No Result
View All Result
No Result
View All Result
Home ABA Banking Journal Podcast

Podcast: Adding Value with Relationship-Based Wealth Planning

May 6, 2020
Reading Time: 2 mins read

“When you think about it, everyone has an unusual relationship to money,” says Nerre Shuriah, who leads wealth planning at First Citizens Bank. A bank-based wealth planner might have roles that resemble a therapist one day and a legal adviser the next, and “you’ve got to be someone who loves to learn.” On the latest episode of the ABA Banking Journal Podcast — sponsored by ProfitStars, a division of Jack Henry and Associates — Shuriah discusses:

  • Delivering a relationship-based asset management service in an environment of fee and commission compression.
  • The skills that financial planners require today, including empathy and emotional intelligence.
  • The limits of software tools for consumers to access wealth management expertise.
  • The growing role of estate planning, advanced wealth transfer and income tax planning.
  • How wealth planning and investment management fit into the strategy at First Citizens, a midsize bank based in Raleigh, North Carolina.

If you can’t see the audio player above, click here to listen to this week’s episode.

This episode is sponsored by ProfitStars, a division of Jack Henry and Associates.

Additional resources:

  • View ABA Online Training options for wealth management.

In this episode:

Nerre Shuriah
SVP, Director of Wealth Planning
First Citizens Bank
Evan Sparks
Editor-in-Chief
ABA Banking Journal

 

Tags: ABA Banking Journal PodcastESGFinancial stabilityMidsize banksProfessional developmentTrust activitiesWealth management
ShareTweetPin

Related Posts

ABA donates $25,000 to support Washington state wildfire relief efforts

ABA donates $25,000 to support Washington state wildfire relief efforts

Community Banking
August 10, 2026

ABA announced a $25,000 donation to the American Red Cross Washington Wildfires Response Fund to support Washington communities affected by the devastating wildfires that have displaced tens of thousands of residents and destroyed hundreds of homes and businesses...

Banks, Sports Sponsorships and COVID: Three Ways to Win

The new playbook for banking athletes

Retail and Marketing
August 10, 2026

An ABA Banking Journal series explores how banks are adapting to the financial needs of student athletes, professionals and the sports industry around them.

OCC sees need for regulatory reform in bank merger process

Bank acquisitions announced in Tennessee, New York

Community Banking
August 5, 2026

Peoples Bancshares of TN has agreed to buy First Peoples Bancorp in Tennessee. Alma Bank has agreed to buy American Community Bancorp in New York.

FDIC issues relief guidance for Mississippi, Tennessee banks affected by storms

FDIC issues relief guidance for Michigan banks affected by storms

Community Banking
August 4, 2026

The FDIC released guidance with steps intended to provide regulatory relief to financial institutions and facilitate recovery in areas of Michigan affected by severe storms and flooding.

Donations sought to help families, businesses hit by Washington wildfires

Donations sought to help families, businesses hit by Washington wildfires

Community Banking
August 4, 2026

As wildfires burn across eastern Washington, the Washington Bankers Association is urging bankers to consider contributing to the American Red Cross and other charitable organizations to help families and businesses affected by the disaster.

Q&A: Sports banking in a changing universe

Podcast: Banking the brave new world of college athletics

ABA Banking Journal Podcast
August 4, 2026

The ability to pay college athletes has led to dramatic upheaval in banking college sports. Revenue-sharing with athletes has required big increases in spending that colleges may not have been counting on, just to be competitive. Meanwhile, the...

NEWSBYTES

FDIC overhauls review process for deposit insurance applications

August 10, 2026

ABA donates $25,000 to support Washington state wildfire relief efforts

August 10, 2026

Fed updates BIC program as part of discount window modernization

August 10, 2026

SPONSORED CONTENT

Relationship Banking at Scale: Why Banks Need The Digital Sales & Service Platform

Relationship Banking at Scale: Why Banks Need The Digital Sales & Service Platform

August 1, 2026
Why Your Systems Keep Slowing Down — and What to Do About It

Examiners Are Now Looking at Your Non-Core Systems

June 11, 2026
Your Floorplan Audit and Your Credit Decision Are Weeks Apart. That Gap Has a Price.

Your Floorplan Audit and Your Credit Decision Are Weeks Apart. That Gap Has a Price.

June 1, 2026
A Modern Blueprint for Serving High-Net-Worth Families

A Modern Blueprint for Serving High-Net-Worth Families

May 28, 2026

PODCASTS

Podcast: Banking the brave new world of college athletics

August 4, 2026

Podcast: Tactics for meaningful strategic planning

July 28, 2026

Podcast: Why it might be time to revisit a key FDIC ratio

July 23, 2026

American Bankers Association
1333 New Hampshire Ave NW
Washington, DC 20036
1-800-BANKERS (800-226-5377)
www.aba.com
About ABA
Privacy Policy
Contact ABA

ABA Banking Journal
About ABA Banking Journal
Media Kit
Advertising
Subscribe

© 2026 American Bankers Association. All rights reserved.

No Result
View All Result
  • Topics
    • Ag Banking
    • Commercial Lending
    • Community Banking
    • Compliance and Risk
    • Cybersecurity
    • Economy
    • Human Resources
    • Insurance
    • Legal
    • Mortgage
    • Mutual Funds
    • Payments
    • Policy
    • Retail and Marketing
    • Tax and Accounting
    • Technology
    • Wealth Management
  • Newsbytes
  • Podcasts
  • Magazine
    • Subscribe
    • Advertise
    • Magazine Archive
    • Newsletter Archive
    • Podcast Archive
    • Sponsored Content Archive

© 2026 American Bankers Association. All rights reserved.