This episode focuses on how to leverage technology to turn prospects into clients. In addition to providing insights into LPL’s technology platform it also focuses on the following:
- Leveraging technology to create efficient prospecting workflows
- Standardizing revenue generating processes
- Effectively moving contacts through the prospecting pipeline
- Increasing prospect to client conversions
We are grateful to LPL for co-hosting and sponsoring this episode and appreciate their insights on utilizing defined workflows as a foundation for building technology solutions.
Discussion Panelists are:
- Arthur Osman, EVP Institution Services Business Consulting at LPL
- Brad Johannes, VP Wealth Management at DECU Investment & Retirement Services
- JC Murray, SVP at First Interstate Bank
Listen and subscribe on your favorite platform or from our website.
We would like to express our appreciation to LPL for making this episode possible!