Segmenting a book under a fiduciary standard

Segmenting a book under a fiduciary standard

Bank Investment Consultant Podcast

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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 a book of business in today’s market....
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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 a book of business in today’s market....
Read More