Advisor Group's Shannon Larson on Scaling Shared Service and Alternative Investments

Between Now and Success · Dec 5, 2022 · 21m

Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors.

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investment products are helping their advisors offer more value to a wider variety of clients.