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Bank Investment Consultant Podcast

May 19, 2017

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.

May 4, 2017

A few tweaks would make the program strong for the rest of this century. Editor Lee Conrad talks with consultant and author Brian Doherty about those changes and the difficulty in implementing them.