Terrapin Technologies Webinars

Recorded Webinars

Fall 20220 Advisor Compensation Webinar

Fall 2022 Advisor Compensation Planning Webinar

Gain insights into why firms fail to fully leverage advisor compensation planning and how this essential resource can be used to achieve your strategic business outcomes.

WATCH NOW

best practices in working with your third-party broker-dealer

Best Practices in Working With Your Third-Party Broker-Dealer

Discover how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership. 

WATCH NOW

Leveraging Raymond James Data Webinar

Leveraging Financial Institution Data in LPL Bank and Credit Union Programs

Panelists discuss ways to successfully leverage financial institution data to drive revenue and growth.

WATCH NOW

Leveraging Data for Compensation Webinar Sept 2020

Leveraging Data for Compensation in LPL Bank and Credit Union Programs

Explore best practices with leveraging data for advisor compensation as well as a look at key trends in compensation.

WATCH NOW

Best Practices in Financial Advisor Succession Planning

Best Practices in Financial Advisor Succession Planning

This webinar explores industry trends, effective models, and the role of technology in financial advisor succession planning. 

WATCH NOW

Leveraging Raymond James Data Webinar

Leveraging Data in Raymond James Bank and Credit Union Programs

Panel of program managers share winning strategies on how to leverage data in their investment program.

WATCH NOW

Leveraging Data Webinar June 2020 card

Leveraging Data in LPL Bank and Credit Union Programs

Leaders from bank and credit union investment programs discuss how they utilize data for efficiency and growth.

WATCH NOW

Get the latest from our blog

Insights, advice, and best practices to help investment services firms grow their business.