
Teach clients, don't sell them, on retirement
Oct 3, 2017 - 14:00
Radio and PodcastLive Radio & Podcasts
Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. He tells Editor Lee Conrad that it can lower costs and even help develop new talent. And with...
Segmenting a book can lead to better teamwork is an episode from Bank Investment Consultant Podcast by Arizent. Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. H...
This episode belongs to Bank Investment Consultant Podcast.
Use the player on this page to stream the episode online.
Published Aug 28, 2017, 14:47 long, audio available.