NorthShore Financial Services, an all-woman team previously with Wells Fargo Advisors Financial Network, is the first independent team to join LPL's SWS model, and the 14th since its inception.
Private Ocean Wealth Management's Greg Friedman and and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
During this webinar on Monday, Sept. 20th, you'll see outsourcing like you've never seen before and learn why it's an easier, more profitable way to grow your business.
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