Customizing Your Practice to Shape Your Success

Building a successful financial services practice is an ongoing process requiring time, dedication, and commitment. Key components to success include defining business goals, choosing a service model that works best for you and your clients, and aligning with the right firm. Three of your peers’ practices — each of which had unique goals — found success with three different business models.

• Brian Lynn, Claritas Financial Partners: Becoming an entrepreneur with support from LPL Strategic Wealth Services.
• Ryan Todd and James Spinelli, Great Valley Advisor Group: Running a successful RIA using LPL’s custodial services.
• Tracy Applewhite and Sean Tyll, Applewhite Tyll Retirement Planners: Getting the best of two worlds as employee advisors with Linsco by LPL Financial

To better understand how working with a strategic partner helped each of these practices grow on their own terms, download our white paper Customize Your Practice, Shape Your Success today.