Turning Prospects Into Clients

This episode focuses on leveraging technology to create efficient and standardized workflows and processes to move contacts through the prospecting pipeline and have them emerge as loyal clients.

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.

Both of our program management guests are from top-tier programs and are responsible for driving revenue growth.

Hosts:

Scott Stathis and Bob Mittel

Discussion Guests:

  • 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

Sponsoring Partner:

LPL

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: SSRI

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