For this episode we’re joined by executives leading the charge in three third-party broker dealers that serve our channel: Chris Melton of Ameriprise, Jim Norwood of Securities America, and Dan O’Brien of LPL. We discuss leveraging lessons learned in 2021 to get off to a fast start in 2022. Topics include:
- New measurements of success
- Reinvention of branches
- Providing choice – the RIA factor
- Attracting the NextGens
We also talk about the best concerts we saw in 2021 🙂
Come join us!