Teach clients, don't sell them, on retirement
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Segmenting a book can lead to better teamwork
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...
About This Episode
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...
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Episode Details
Published Aug 28, 2017, 14:47 long, audio available.
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Questions About This Episode
What is Segmenting a book can lead to better teamwork about?
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 the right touch, clients won't feel disconnected from the bank.
Where can I listen to Segmenting a book can lead to better teamwork?
You can listen to Segmenting a book can lead to better teamwork online on Radio and Podcast. Open the player on this page to stream the available audio.
Which podcast is Segmenting a book can lead to better teamwork from?
Segmenting a book can lead to better teamwork is an episode from Bank Investment Consultant Podcast by Arizent.
How long is this episode?
This episode is 14:47 long.
When was this episode published?
This episode was published on Aug 28, 2017.
Can I save Segmenting a book can lead to better teamwork for later?
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Are there related episodes from Bank Investment Consultant Podcast?
Yes. This page shows related episodes from Bank Investment Consultant Podcast when more episodes are available from the podcast feed.
Quick Answers About This Episode
Where can I listen to Segmenting a book can lead to better teamwork?
You can listen to Segmenting a book can lead to better teamwork on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
Segmenting a book can lead to better teamwork is from Bank Investment Consultant Podcast by Arizent.
What are the episode details?
Published Aug 28, 2017 and 14:47 long