Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL
LPL Financial’s launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and...
Ep.49: What got you HERE will not get you THERE…
There is a universal truth that applies to both advisors and entrepreneurs alike – that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are...
Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right – putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop...
Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships
Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation in order to maximize business efficiencies and minimize expenses. That is certainly the case now as many large firms are reconsidering the...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
