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Glen chats with BAI's Byron Marshall about his firm's latest research on FI cross selling and new account opening. Also, Glen shares some warning flags on auto lending from the recent GCUA Idea Institute and engages in a bit of Bitcoin gloating.
By Best Innovation Group's John Best & 154 Advisors' Glen Sarvady4.8
1616 ratings
Glen chats with BAI's Byron Marshall about his firm's latest research on FI cross selling and new account opening. Also, Glen shares some warning flags on auto lending from the recent GCUA Idea Institute and engages in a bit of Bitcoin gloating.

56,524 Listeners