Bank Investment Consultant Podcast
Segmenting a book can lead to better teamwork
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:14:47
- More information
Informações:
Synopsis
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.
