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.
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