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In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position their practice for the change).
By USA Financial5
11 ratings
In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position their practice for the change).