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HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2
In this episode, Frank breaks it all down:
-Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means
-The financial and …
1 year, 2 months ago
The Truth Behind Transition Deals
Episode 199
Topics covered include:
Why comparing payout percentages rarely tells the full story.How custom pro formas cut through the noise and reveal the real …
1 year, 2 months ago
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know
Show highlights include:
-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition
-The unintended consequences advisors fa…
1 year, 2 months ago
Understanding the Process of Finding a New Firm
Episode 198
Topics covered include:
Why more conversations don’t always mean more clarity.How to know when it’s time to stop looking and start deciding.
The role…
1 year, 2 months ago
Scaling your Practice with the Right CRM Strategy
Episode 197
Key takeaways from today’s episode include:
The seven essential factors advisors should consider when evaluating CRM platforms.Why Redtail and Wealthb…1 year, 3 months ago
Overwhelmed as a Business Owner? Smart Strategies for Advisors
Episode 196
Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:
Rolling up into a larger RIA to offl…1 year, 3 months ago
The Power of Automation: 3 Strategies to Streamline Your Practice
Episode 195
Frank and Sue break down three essential automation strategies that every advisor should implement:
How to streamline client onboarding with automated…1 year, 3 months ago
The Entrepreneurial Mindset Advisors Need to Win
Episode 194
Topics covered include:
- How to attract ideal clients by providing meaningful, actionable content.
- The systems top entrepreneurs use to generate rev…
1 year, 3 months ago
Adapting to Change: Essential Strategies for Advisor Success
Today’s show highlights include:
What quickly growing advisors are doing differently that separates them from their peers.Why advisors who utilize the…1 year, 4 months ago
The Most Common Transition Fears - and How to Beat Them
Key takeaways from today’s episode include:
Why timing is never truly perfect, and how planning ahead makes all the difference.How to streamline the w…1 year, 4 months ago