Bank Investment Consultant Podcast Bank Investment Consultant

 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.

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.

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.

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.

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

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.