Customizing Your Practice to Shape Your Success

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

Building a successful financial services practice is an ongoing process requiring time, dedication, and commitment. 

Key components to that success includes: defining your business goals, choosing a service model that works best for you and your clients, and aligning with the right firm

In this white paper, you learn how three advisors’ 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.
    A more client-forward model and to create a family practice rooted in the community
  • Ryan Todd and James Spinelli, Great Valley Advisor Group:
    Running a successful RIA using LPL’s custodial services.
    Goal: To become the RIA they wanted to see in the world.
  • Tracy Applewhite and Sean Tyll, Applewhite Tyll Retirement Planners:
    Getting the best of two worlds as employee advisors with Linsco by LPL Financial.
    Goal: To get back to what we like doing best, to what is in the best interest of our clients

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