Advisor Talk with Frank LaRosa

Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial


Listen Later

Topics discussed include:

*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.

*A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model.

*The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model.

*An explanation of the “pod” concept, and how its utilization creates scalability within practices.

*A recap of recent market trends that are affecting the state of advisor transitions towards independent and hybrid models.

* From-the-trenches stories about advisors currently utilizing LPL Financial’s Strategic Wealth Services model and the tangible business impacts they are experiencing.

The conversation between Frank and Kimberly is both fast-paced and insightful. Advisors are certain to come away from this episode with plenty of food for thought about LPL’s Strategic Wealth Services model and how it could influence their own book of business.
 

...more
View all episodesView all episodes
Download on the App Store

Advisor Talk with Frank LaRosaBy Elite Consulting Partners

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

92 ratings


More shows like Advisor Talk with Frank LaRosa

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,366 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Founders by David Senra

Founders

1,906 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,317 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

804 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,370 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

5 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Quantum Growth for Financial Advisors by Jonathan Kuttin

Quantum Growth for Financial Advisors

40 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Build with Leila Hormozi by Leila Hormozi

Build with Leila Hormozi

883 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners