11 episodes

Insights and analysis on the bank wealth management channel from Bank Investment Consultant.

Bank Investment Consultant Podcast Bank Investment Consultant

    • Investing

Insights and analysis on the bank wealth management channel from Bank Investment Consultant.

    Teach clients, don’t sell them, on retirement

    Teach clients, don’t sell them, on retirement

     Investing 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.

    • 14 min
    How to educate clients on Social Security

    How to educate clients on Social Security

    Once 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.

    • 21 min
    Segmenting a book can lead to better teamwork

    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.

    • 14 min
    How, when and why advisers should quit

    How, when and why advisers should quit

    Never 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.

    • 18 min
    Filing early for Social Security goes against the odds

    Filing early for Social Security goes against the odds

    Dying young isn’t the problem, our expert says, tongue-in-cheek. Long life, which is more common, creates the financial problems.

    • 17 min
    Compensation changes coming to the bank channel

    Compensation changes coming to the bank channel

    Changes 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.

    • 18 min

Top Podcasts In Investing

Listeners Also Subscribed To