50 min
Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial Advisor Talk with Frank LaRosa
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- Entrepreneurship
As the trend of advisor moves to independence remains dominant in the industry, firms have responded to the call by developing a spectrum of models which provide tools, support, and resources to meet the advisor where they are at in terms of their goals for practice growth. One such model is the LPL Strategic Wealth Services offering, which continues to gain notice in the industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa discusses with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial about how the Strategic Wealth Services model has evolved and the positive impacts it has realized for advisors utilizing its capabilities.
As the trend of advisor moves to independence remains dominant in the industry, firms have responded to the call by developing a spectrum of models which provide tools, support, and resources to meet the advisor where they are at in terms of their goals for practice growth. One such model is the LPL Strategic Wealth Services offering, which continues to gain notice in the industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa discusses with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial about how the Strategic Wealth Services model has evolved and the positive impacts it has realized for advisors utilizing its capabilities.
50 min