​Find out what you need to know before making a move.
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financialplanning
Web Seminar
What advisors need to consider before changing firms
Tuesday, Mar 22, 2022 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

In looking to take the next step in their career, with more freedom and control over how to run their practice while delivering a high-quality client experience, many advisors consider changing firms.

But to build value for your clients and your practice, it’s vital to consider the structure, environment and firm that will give the the best platform for success.

In this webinar, find out from a panel of industry experts:

  • What recent trends in the industry are driving advisors to consider changing firms
  • How a traditional wirehouse advisor might fit into a new, more complex business model
  • What key questions advisors should ask themselves as they contemplate a move
  • How advisors can evaluate if a change will deliver the positive benefits they seek
Speakers
David Adler
Wealth Management & Behavioral Finance Expert
(Host)
Marc Cohen
Executive Vice President
LPL Financial
(Speaker)
Louis Diamond
President
Diamond Consultants
(Speaker)
REGISTER NOW
 
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