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 2 – Candace and Mike Discuss:
· Potential client benefits of transitioning to advisory
· Potential advisor benefits of transitioning to advisory
· LPL resources they used for transition support
· What they would do differently if they had to transition again
· Their advice for advisors looking to transition
MRR: 1-505913
IPS-0198-0316