The Convergence of Investments, Trust, and Private Banking, Pt 2 – Diving into the One Wealth Success Story at Zions

Posted on by Scott Stathis

In this episode we continue the discussion on the journey to “One Wealth” that we began in Part One. We’ll cover topics like effective leadership, measuring success, driving the culture, creating awareness, among others!

Our guests are:

  • Rebecca Robinson – Zions
  • Chris Considine – Zions
  • Carolyn Bradshaw – LPL
  • Chris Cassidy – LPL 

Our guests discuss how Zions as eliminated “fences” and climbed into the top 5% of NPS scores.

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