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LPL’s Turnkey Solution for Breakaway Advisors – with Kimberly Sanders (047)
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.
Featuring Kimberly Sanders, SVP Business Development, LPL Strategic Wealth Services.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
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.
Featuring Kimberly Sanders, SVP Business Development, LPL Strategic Wealth Services.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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