BIC Podcasts

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

Wirehouses have made some recruiting mistakes in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch offers his insight as we continue the dialogue from our Recruiters Roundtable.

How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away? Rick Rummage elaborates on the issues discussed at our Recruiters Roundtable.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Dying young isn’t the problem, our expert says, tongue-in-cheek. Consultant-author Brian Doherty talks to Editor Lee Conrad about the real problem underlying financial problems in retirement – long life.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.