Leading the way in social media, LPL can help with almost every aspect of your social strategy:
- Determine the best way to reach the right audience
- Understand what social media tools are right for you
- Learn to become social media savvy while remaining compliant
Despite this growth, some banks and credit unions have been significantly more successful at transitioning to advisory business than others, and their experience is instructive. This paper examines the reason a financial planner would transition their business to fee-based, some of the barriers moving from commission to fee-based, the optimal product mix for a successful advisory business and much more.