Sponsored by LPL Financial
Modern advisors are not just a financial advisor to their clients, they are also business owners. LPL, with its Business Solutions suite, helps advisors with everything from office administration to real estate needs.
How comfortable are you with hiring new staff or handling all the office administration within your practice?
In this episode, David Armstrong speaks with Matthew Enyedi, managing director at LPL Financial, about the many ways in which LPL assists its advisors to run their businesses more efficiently.
David and Matt discuss:
- A deep dive into LPL’s business support services for advisors;
- How hundreds of LPL advisors are using LPL employees as administrative assistants;
- The assistance LPL gives advisors when it comes to mergers and acquisitions;
- An explanation of the business service support subscription fees; and
- How LPL’s support for advisors will evolve in the future.
Listen to the Advisor Innovations Podcast
0 comments
Hide comments