Episode Details

Key points of discussion include:

*A breakdown of recent advisor trends, including where advisors are transitioning and why.

*An analysis of models offered by LPL, their key differentiators, and how advisors are applying those services to their own process and practice needs.

*A deep dive into the LPL Strategic Wealth Services (SWS) model, using football’s RPO offense as a metaphor, for the impact the model is making on the industry.

*The unexpected benefits of asset gathering, especially during a down market.

Frank and Dale’s conversation is extensive and provides the thought-provoking analysis of both current trends and the news-making LPL offerings that are defining advisory and industry conversations. If you are a financial advisor who is evaluating your current practice position due to fluctuating market conditions, use this episode to develop your own playbook and strategy to chart your course to success.