
Teach clients, don't sell them, on retirement
Oct 3, 2017 - 14:00
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Serving a client's best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with Arthur Osman, executive VP, institution services at LPL about segmenting...
Segmenting a book under a fiduciary standard is an episode from Bank Investment Consultant Podcast by Arizent. Serving a client's best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee...
This episode belongs to Bank Investment Consultant Podcast.
Use the player on this page to stream the episode online.
Published May 19, 2017, 16:01 long, audio available.
Serving a client's best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with Arthur Osman, executive VP, institution services at LPL about segmenting a book of business in today's market.
You can listen to Segmenting a book under a fiduciary standard online on Radio and Podcast. Open the player on this page to stream the available audio.
Segmenting a book under a fiduciary standard is an episode from Bank Investment Consultant Podcast by Arizent.
This episode is 16:01 long.
This episode was published on May 19, 2017.
Yes. Use the heart button on the episode page to add it to your favorite episodes list.
Yes. This page shows related episodes from Bank Investment Consultant Podcast when more episodes are available from the podcast feed.
You can listen to Segmenting a book under a fiduciary standard on this page when the episode audio is available from the podcast feed.
Segmenting a book under a fiduciary standard is from Bank Investment Consultant Podcast by Arizent.
Published May 19, 2017 and 16:01 long