09.21.23

Time To Sell Your Advisor Business? There’s a Program for That

by: Steve Randall

LPL Financial has launched a program that enables advisors to monetize the business they have built and retire or free themselves from the responsibilities of business ownership to concentrate on working with clients. The Liquidity & Succession offering provides a way for advisors to maintain their brand, investment philosophy and client service model. Available to LPL’s existing advisors for the past year, it is now open to independent advisors, whether they are affiliated or not. “As their business grows managing the day-to-day business operations can keep advisors from being able to focus solely on their clients,” Jeremy Holly, executive vice president of strategic business development, said.

Read the full article on InvestmentNews