LPL’s Turnkey Solution for Breakaway Advisors – Firm Transitions Podcast with Kimberly Sanders
Firm Transitions Podcast With Corey Walen 221 views May 6, 2024 4:05 pm
Episode 47 of the Firm Transitions podcast features Kimberly Sanders, SVP Business Development, LPL Strategic Wealth Services.
This episode provides an overview of LPL’s Strategic Wealth Services model, which offers turnkey support for breakaway advisors seeking independent growth. Advisors are able to focus on their clients and growth while outsourcing all of infrastructure responsibilities.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #lpl #wirehouse
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