Customizing Your Practice to Shape Your Success

Learn how finding the right partner can help grow your business and achieve success.

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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. 

Others say they offer partnership, but LPL actually delivers it.

- Ryan Todd, Great Valley Advisor Group