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Archive: How Successful Advisors are Maximizing Practice Value

By Jonathan E. Braunstein July 24, 2018

Financial Advisor IQ, in partnership with LPL Financial, invites you to a special encore presentation of "How Successful Advisors are Maximizing Practice Value."

This webcast focused on the steps financial advisors can take right now to improve client relationships, build revenue streams and operate more efficiently.

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.

Jeremy Holly, who heads LPL’s business planning, valuations, and acquisitions departments, explains how advisors can outsource key functions, strengthen existing relationships and bring new clients in the door.

Register now so you don’t miss our panel’s insights about how you can maximize the potential of your advisory practice.

This event is intended for Financial Advisors. If you are a retail investor or other member of the public, please visit LPL.com.

To view the archive, click here:

Register

Price:
There is no cost to this webinar.

Panelists:
Jeremy Holly, SVP, Corporate Development and Strategic Business Solutions, LPL Financial
John Shrewsbury, Owner, GenWealth Financial Advisors
Judy VanArsdale, Owner, Lakeview Wealth Management

Moderator:
Bruce Love

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.