Advisor Group's Shannon Larson on Scaling Shared Service and Alternative Investments

Between Now and Success

English - December 05, 2022 15:04 - 21 minutes - 14.8 MB - ★★★★★ - 104 ratings
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Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors.

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investment products are helping their advisors offer more value to a wider variety of clients.