Do you have a book segmentation strategy, and if so, how is it structured, and how is it enforced?... That is the starting point for this episode’s discussion on Advisor Book Segmentation. We then dive into the details including, service level requirements, ideal number of clients in a book, advisor buy-in, and more.61

Join us as Hatem Benjamin from Huntington Bank, Wes Lacey from Ameriprise, and Terry Powell from Randolph Brooks FCU discuss this important subject.