Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation
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 …
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 …
Last year at the Riskalyze Fearless Investing Summit, our founder Alex Chalekian, had a chance to talk to the great folks at InvestmentNews and discuss the current status of the M&A landscape. Alex also answered some questions on young advisors joining the industry, what size practice should advisors look to acquire, what has been Lake …
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