Bank Investment Consultant Podcast

Bank Investment Consultant

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

03/10/2017

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
06/09/2017

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.

22 min
28/08/2017

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.

15 min
02/08/2017

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.

19 min
14/07/2017

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
29/06/2017

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.

19 min
08/06/2017

What compensation changes are in your future?

You 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.

26 min
19/05/2017

Segmenting a book under a fiduciary standard

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.

16 min
04/05/2017

Social Security is stronger than you think

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.

18 min
19/04/2017

Navigating a changing career path for advisers

What changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.

18 min
30/03/2017

Banks struggle to keep HNW clients

How can banks prevent wealthy customers from leaving? Editor Lee Conrad talks with consultant Scott Stathis to find out.

29 min

11 episodios

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

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Bank Investment Consultant
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Episodios

11
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Bank Investment Consultant Podcast

Bank Investment Consultant Podcast

Episodios

Teach clients, don’t sell them, on retirement

How to educate clients on Social Security

Segmenting a book can lead to better teamwork

How, when and why advisers should quit

Filing early for Social Security goes against the odds

Compensation changes coming to the bank channel

What compensation changes are in your future?

Segmenting a book under a fiduciary standard

Social Security is stronger than you think

Navigating a changing career path for advisers

Banks struggle to keep HNW clients

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