Financial services is usually a step or two slower than other industries when it comes to change. We know this.
It’s Time
Higher Standard of Care
At the LPL Financial Accelerate conference in 2016, I had the opportunity to interview Ken Haman, Managing Director of the AB Advisor Institute. Over the years, I followed Mr. Haman and have been very impressed by the Higher Standard of Care process that he has created at AB. This process is something that we've implemented …
Growing Through Acquisitions
A couple of years ago, I had a chance to join Francisco Campos, a Strategic Relationship Manager at LPL Financial for a webcast and share with him the ways I've grown my business through multiple acquisitions, recruiting and marketing. I also discuss my partnership with LPL’s Business Consulting and Strategic Business Solutions team, and how …
Are You Ready for 2019
Can you believe that it's already February? I feel like I was just celebrating New Years with my family. Well, before the year passes you by, I wanted share with you how I plan for the year. It's actually pretty simple. In December, I'll download a free printable calendar and map out the upcoming year. …
AdvisorsUNITE 