How Successful Advisors are Maximizing Practice Growth
As the most successful advisors know, the road to maximizing growth begins with knowing the value of your practice. Only then can you grow smarter, targeting your efforts to the areas of your business that are deficient, or hold the most potential for improvement.
Financial Advisor IQ, in partnership with LPL Financial, invites you to a webinar examining the three key learnings from LPL’s benchmark study on financial advisor success. Jeremy Holly, who heads LPL’s business planning, valuations, and acquisitions departments, will explain how advisors can outsource key functions, strengthen existing relationships and bring new clients in the door.
The value of your practice includes everything from the makeup of your client base to your practice’s operations and technology. Successful advisors know that a clear assessment can help you make the most efficient choices about how to maximize growth, particularly if future plans could include selling your practice.
Register now so you don’t miss our panel’s insights about how you can maximize the potential of your advisory practice.
Please note, by registering for this webcast, users based in the United States agree to allow Financial Advisor IQ to share their contact information with LPL Financial. In accordance with GDPR, registrants located outside of the United States will not have their contact information shared with LPL Financial.
July 24, 2018
02:00 PM - 02:45 PM EDT
There is no cost to this webinar.
Jeremy Holly, SVP, Corporate Development and Strategic Business Solutions, LPL Financial
John Shrewsbury, Owner, GenWealth Financial Advisors
Judy VanArsdale, Owner, Lakeview Wealth Management
The views and opinions expressed by the LPL Financial Advisor(s) are as of the date of this event. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered at this event.
LPL Financial, Financial Advisor IQ, Lakeview Wealth Management, and GenWealth Financial Advisors are all separate entities.To register, click here: