LPL Financial’s program to train and coach bank program managers has seen significant early success as the Boston-based company continues to find innovative ways to increase sales through the bank channel.

LPL said the 18 participants, who collectively manage 159 bank advisors, in the inaugural class of its Sales Manager Coaching Program reported a 21% increase in gross dealer concessions 65% higher than those of LPL’s bank clients that did not participate in the program.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access