Turning Prospects Into Clients

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!