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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...
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.