I need to be present for my clients.

- Mari Peralta, Adara Wealth Management

Strategic Wealth Services puts the focus back on clients

Like many financial advisors, the COVID-19 pandemic caused Mari Peralta and her team at Adara Wealth Management to rethink how they should run their practice moving forward. “The new manner that we had to do business caused us to pause and ask – is there a better way we can continue to service our clients and provide for them in the best possible way for us? At the same time, we wanted to give clients the opportunity to have more opportunities that we didn’t have access to at our prior firm.”

After much research, Adara Wealth Management decided to affiliate with LPL Financial via LPL Strategic Wealth Services. “This all-encompassing servicing model through Strategic Wealth Services was second to none. We couldn't have found a better fit for us. When it came to technology and the suite of offerings, it was more than we expected. And, getting to the point of us focusing on our clients while someone else focused on us – awesome!”

In this video, Peralta shares about her experience with Strategic Wealth Services.

Explore more about LPL’s Strategic Wealth Services and its benefits.

Mari Peralta:
The benefit of Strategic Wealth Services, is that it's a one-stop shop. I mean, ultimately, at the end of the day, anything you need is at arm's length. And I think that having worked for a large wire house, regional, but large regional previously. You take for granted that you can pick up the phone and call somebody and the wheels will get turning. And if you're a large enough team, you might have a special dedicated resource to call into, but at the end of the day, you don't really have control. Under Strategic Wealth you get that entire suite of services and there are people doing it for you and anticipating your needs. And that is a huge part of it, is you have these partners in, in your LPL Strategic Wealth team that are able to be forward-looking to help you set your goals, to help you identify what's next, and then support that, and bring it full circle.

No matter what's going on in our world, we're able to hand off those business management items to another resource. And I'll use something as simple as marketing, right? I'm not a marketer by trade. I'm not skilled with that per se. I don't have that background, but knowing that I can hand off content to someone else who does have the education, who does have the background and the experience – to do everything, to make it look nice, to get the messaging across in the way we want it to get across, all I have to do is provide them with, this is what I want to say. Please get it out there. And then they take it and run with it. And that's just huge for us. Your clients think you're a rockstar, by the way, because you're getting it all done running your own business and still treating them like the gold that they deserve to be treated. At the end of the day though, you have this support and you don't even have to think about it. And that's just invaluable.

LPL Advisor Profile

Mari Peralta, CFP®

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The views and opinions expressed by the LPL Financial Advisor(s) are as of the date of the recording. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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