The Emergence of Optimized Licensed Branch Employee Programs

Posted on by Scott Stathis

In this episode we discuss how LBE programs, when done right, form an effective bridge between the institution and the wealth program. How to select and compensate LBEs. Career pathing, success stories, avoiding past mistakes, and more. Our guests are:

  • Tiger Booker – LPL
  • Kelly Meany – LPL
  • Chuck Shreve – Fremont Bank
  • David Simula – SAFE CU

A big THANKS to LPL for being a sponsoring partner on this episode.