Bank Investment Consultant Podcast
Segmenting a book under a fiduciary standard
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:16:01
- Mais informações
Informações:
Sinopse
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.
