LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
Despite the pandemic, firms aim to enhance profitability.
The social platform bests others for several key reasons.
Fewer advisers expect traditional financial professionals to encroach on their territory, Natixis finds.
How one adviser works with wealth managers in his firm to find prospects
It offers advisers prospecting tools, plan management resources, including fiduciary support, and educational materials.