CBSI's Michael Johnson and Jeff Blum stopped by the Studio Lounge to discuss why financial institution wealth management services are underperforming at banks and credit unions today. Michael and Jeff provide a few solutions to this issue. So check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.