LPL Financial’s launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and...
There is a universal truth that applies to both advisors and entrepreneurs alike – that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are...
Excerpted from “We’ve Got Your Back – What LPL’s Supported Advisor Model Signals To The Industry “, by Frank LaRosa There is the dawn of a new age occurring in financial services and it is one based on what might seem to be an obvious...
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right – putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop...
Excerpted from “Wirehouses Go Big With Recruiting Deals; Three Key Strategies for Advisors Wanting In”, by Frank LaRosa There has been a flurry of recruiting activity as of late in financial services as wirehouse and other W-2 firms have ramped up...
