The Advisor Advancement Podcast Network

16 Ways From Sunday Ep. 02 – Mike Lover: On the Importance of Process and Elevating the Client Experience


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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).

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The Advisor Advancement Podcast NetworkBy USA Financial

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