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!