Arthur Osman
@ArthurOsman
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Wealth Management Consultant; Executive Performance Coach; Financial Services Executive; Keynote Speaker; Entrepreneur; Board Member
Charlotte, NC
Joined August 2012
Excited to have partnered with @TerrapinTechnologies to highlight their work with United Brokerage Services, turning direct business compliance and administration into a strategic asset for their firm. You can access a free copy of the case study here: https://t.co/ywWhMEiYdV
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Announcing a restructuring for Kehrer Bielan. Find out all the details here: https://t.co/4wssBjq9Db
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It’s a new day, with a new horizon, and we’re launching a new management consulting firm with an expanded service offering and big aspirations. Introducing Arthur Osman & Company. https://t.co/CrY5HMTlBd
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ICYMI, we have announced the 2022 Top Directors Awards finalists for the Mid-Size Firm category. Winners will be announced at the Top Directors Awards Ceremony on Dec. 7th. See all the finalists here: https://t.co/1RFRKIkRv8
#TopDirectorsAwards #financialinstitutions
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ICYMI: We announced the winners of the 2022 Top Directors Awards in the credit union category at the PROCU Conference on Oct 4. We'll announce remaining category winners on Dec 7 at 2022 Top Director Awards in Chapel Hill. See the remaining finalists here: https://t.co/4HhHZqcADu
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Asking for feedback is easy…embracing and applying the feedback is what separates the best firms from the rest.
Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of CFD MacroMonitor Survey, there is a constant need to make sure the company is receiving good grades... https://t.co/Y98zBjSHKm
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Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of CFD MacroMonitor Survey, there is a constant need to make sure the company is receiving good grades... https://t.co/Y98zBjSHKm
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"It's important to revisit your goals and financial dreams frequently, so when big life events do arise you already have an idea of how you want to proceed.” https://t.co/7PhDAhhSOM
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Congratulations to @LPL on being nominated for four #wealthies this year from @wealth_mgmt. #WMIA21 #LPLNews
wealthmanagement.com
The annual program honoring individuals and business initiatives that help financial advisors better serve their clients will be held in person in New York City on Sept. 9.
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125 years later and here we are! Happy (belated) birthday to the US Stock Market 🎂
marketwatch.com
Happy Birthday, Dow Jones Industrial Average! It's the blue-chip index's quasquicentennial!
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This recognition truly speaks to the hard work and dedication of our employees to live out our mission to better serve #LPLAdvisors so they can better serve their clients. Thank you to our entire @LPL family for making this happen. #Fortune500
lpl.com
LPL ranked 466 in the 2021 Fortune 500 list, a list that includes the largest U.S. companies ranked by revenue. Learn how they earned this honor.
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Our @LPLResearch team shares why we shouldn’t be surprised to see tapering right now, why the inflation threat remains transitory, and the outlook for stocks for the remainder of the year in the latest #LPLMarketSignals podcast. https://t.co/M9ExLS33Kg
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Thank you to our #LPLadvisors, family and friends who have proudly served in the US armed forces. We are grateful for your sacrifice. #MemorialDay
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Although some economic indicators could be peaking or about to peak, the stage is set for this cycle of growth to continue for many years, which may surprise some investors.
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Here are keys to successful money management that new grads should note.
thestreet.com
From establishing a budget and planning for fun to paying ‘future you,’ here are the keys to successful money management for Gen Z.
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In a @YahooFinance appearance, LPL's own @RyanDetrick talks inflation concerns and economic recovery post-pandemic. Take a look 📺
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#LPLAdvisors - Don't miss our webinar on protecting sensitive information, happening this Thursday, May 27th. Register here: https://t.co/YRRXAyvGhC
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"Inflation is here, but won't stick around". Why? Find out what the experts @RyanDetrick and @jbuchbinder_LPL have to say about the data in the latest #LPLMarketSignals podcast.
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