Bank Investment Consultant Podcast
Segmenting a book under a fiduciary standard
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:16:01
- More information
Informações:
Synopsis
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.
