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LPL Financial’s acquisition of Commonwealth is more than a merger — it’s a masterclass in transition strategy. In this AdvisorTrends episode, we break down what happened, why it matters, and how it mirrors the experience of advisors who make successful moves every year.

Eighty percent of assets have already shifted to LPL, with a target of ninety percent retention by 2026. We’ll explore what those numbers mean, how transition teams drive that success, and why the ten percent that don’t move often create hidden opportunity.

You’ll also hear how one advisor we worked with hit ninety-four percent retention and then grew beyond it by leveraging new tools and support.

If you’ve ever wondered what a transition could really look like for your practice, this episode will give you the confidence — and the numbers — to see what’s possible.

READ THE STORY HERE