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

Advisor Talk with Frank LaRosa · Jan 4, 2024 · 50m

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.

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