What advisors need to consider before changing firms.
| | Sponsor content from LPL Financial | |
| Sponsor content from LPL Financial |
| Hello Voornaam, According to the latest research, after switching firms 83% of advisors saw an increase in AUM, while 96% reported being happy with having made the move. While the stats suggest changing firms is the way forward, giving advisors the opportunity to build value for their clients and themselves, it’s important to consider several factors before moving ahead. In this webinar, join industry experts Louis Diamond, President of Diamond Consultants and LPL Financial EVP Marc Cohen as they discuss:
The latest trends that are encouraging advisors to switch firms New, more complex business models that offer more varied options Different types of structure, environment and firm as platforms for success |
| | 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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