The LPL Playbook

Advisor Talk with Frank LaRosa · Mar 9, 2023 · 26m

Key points of discussion include:

*A breakdown of recent advisor trends, including where advisors are transitioning and why.

*An analysis of models offered by LPL, their key differentiators, and how advisors are applying those services to their own process and practice needs.

*A deep dive into the LPL Strategic Wealth Services (SWS) model, using football’s RPO offense as a metaphor, for the impact the model is making on the industry.

*The unexpected benefits of asset gathering, especially during a down market.

Frank and Dale’s conversation is extensive and provides the thought-provoking…