Latest / Advisor Talk with Frank LaRosa
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Topics discussed include:
* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.
* Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence.
* How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still having over 4,000 advisors nationwide.
* What the Columbia University Holistic Financial Coach Program is…
The skinny
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