In today’s financial landscape, staying ahead isn’t just an advantage, it’s essential. As demand for financial advice grows and advisors face the challenge of aging populations — along with many of their own retirement plans — understanding industry trends becomes paramount.
Join InvestmentNews senior columnist, Bruce Kelly, as he chats with Jeremy Holly, Executive Vice President at LPL Financial, as they discuss the complexities of the M&A space, focusing on advisors’ evolving liquidity needs and strategies for creating transferable value.
Tune in to hear all about:
• Challenges posed by aging client base and the emerging trends in advisor’s retirement planning
• Specific factors driving value in today's market
• How to navigate the war for talent and cultivate the next generation of advisors
• The secrets to creating transferable value
• The latest trends shaping advisor priorities
Don’t miss the opportunity to revolutionize your approach to your business. Your journey to advisor excellence starts here — join us and unlock the secrets to success.
LPL Financial. Member FINRA/SIPC.
