Find out what you need to know before making a move.
| Hello Voornaam, In looking to take the next step in their career, with more freedom and control over how to run their practice while delivering a high-quality client experience, many advisors consider changing firms. But to build value for your clients and your practice, it’s vital to consider the structure, environment and firm that will give the the best platform for success. In this webinar, find out from a panel of industry experts:
What recent trends in the industry are driving advisors to consider changing firms How a traditional wirehouse advisor might fit into a new, more complex business model What key questions advisors should ask themselves as they contemplate a move How advisors can evaluate if a change will deliver the positive benefits they seek |
| | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
| | | Marc Cohen | Executive Vice President
LPL Financial | | (Speaker) |
| | | Louis Diamond | President
Diamond Consultants | | (Speaker) |
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| | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
| | | Marc Cohen | Executive Vice President
LPL Financial | | (Speaker) |
| | | Louis Diamond | President
Diamond Consultants | | (Speaker) |
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