LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Fewer advisers expect traditional financial professionals to encroach on their territory, Natixis finds.
Advisers share their own stories about increasing their referability.
It offers advisers prospecting tools, plan management resources, including fiduciary support, and educational materials.