While it’s important to track quantitative goals if you’re building a business, it's equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations...
Advisors considering change want something more than what they have at their current firm. The good news is that there are plenty of options to choose from. That’s the bad news, too.
Take the time to look at the past year through the lenses of your business, family, finances, socializing and health.
Kimberly Sanders, senior vice president of advisor solutions for LPL Strategic Wealth Services, discusses the evolution of the supported independence space and dives into how models like LPL’s address the changing needs of advisors and their clients.
