Insights and analysis on the bank wealth management channel from Bank Investment Consultant.

Latest episodes of the podcast Bank Investment Consultant Podcast

• Teach clients, don’t sell them, on retirement
• How to educate clients on Social Security
• Segmenting a book can lead to better teamwork
• How, when and why advisers should quit
• Filing early for Social Security goes against the odds
• Compensation changes coming to the bank channel
• What compensation changes are in your future?
• Segmenting a book under a fiduciary standard
• Social Security is stronger than you think
• Navigating a changing career path for advisers
• Banks struggle to keep HNW clients