Episode Synopsis "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 the right touch, clients won’t feel disconnected from the bank.

Listen "Segmenting a book can lead to better teamwork"

More 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