Switching to Advisory Part 1
Hear two LPL advisors share their experiences transitioning their books of business from brokerage advisory. Candace Bahr and Mike Shanahan discuss what made them decide to transition to advisory, how they executed the transition, and how their clients responded.
Part 1 – Candace and Mike Discuss:
· Why they transitioned to advisory
· How they prepared for the transition
· How they talked to clients about the transition, and how their clients reacted