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Bank Investment Consultant Podcast
by Bank Investment ConsultantInsights and analysis on the bank wealth management channel from Bank Investment Consultant.
Copyright: © SourceMedia. All rights reserved.
Episodes
Teach clients, don’t sell them, on retirement
14m · PublishedInvesting is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen talks to Editor Lee Conrad about how advisors need to educate and make the complex simple.
How to educate clients on Social Security
21m · PublishedOnce advisors have this conversation with clients, it can turn into one of the more powerful referral sources, says Rob Kron, head of investment and retirement education at BlackRock.
Segmenting a book can lead to better teamwork
14m · PublishedBanks 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.
How, when and why advisers should quit
18m · PublishedNever sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to editor Lee Conrad about that and other tips on how advisers should resign.
Filing early for Social Security goes against the odds
17m · PublishedDying young isn’t the problem, our expert says, tongue-in-cheek. Long life, which is more common, creates the financial problems.
Compensation changes coming to the bank channel
18m · PublishedChanges are necessary, but banks shouldn’t expect to see revenue stay level. Editor Lee Conrad continues his conversation with consultant Peter Bielan about how banks should approach the challenges ahead.
What compensation changes are in your future?
25m · PublishedYou probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with Peter Bielan, principal at Kehrer Bielan Research & Consulting, about changes banks are considering for their advisers.
Segmenting a book under a fiduciary standard
16m · PublishedServing 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.
Social Security is stronger than you think
18m · PublishedA 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.
Navigating a changing career path for advisers
18m · PublishedWhat changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.
Bank Investment Consultant Podcast has 11 episodes in total of non- explicit content. Total playtime is 3:32:22. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on March 26th, 2024 14:44.