Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial

Advisor Talk with Frank LaRosa

English - August 10, 2023 08:00 - 50 minutes - 34.9 MB - ★★★★★ - 158 ratings
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Previous Episode: The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group

Next Episode: Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James

Topics discussed include:

*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.

*A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model.

*The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model.

*An explanation of the “pod” concept, and how its utilization creates scalability within practices.

*A recap of recent market trends that are affecting the state of advisor transitions towards independent and hybrid models.

* From-the-trenches stories about advisors currently utilizing LPL Financial’s Strategic Wealth Services model and the tangible business impacts they are experiencing.

The conversation between Frank and Kimberly is both fast-paced and insightful. Advisors are certain to come away from this episode with plenty of food for thought about LPL’s Strategic Wealth Services model and how it could influence their own book of business.