acf domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131photo-gallery domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131insert-headers-and-footers domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131essential-addons-for-elementor-lite domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131astra domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131The advisor marketplace is in a state of flux. The question is, where is the market heading in this ever-changing ecosystem? And what trends should advisors be paying attention to the most?<\/p>\n\n\n\n
It\u2019s something that Ken Hullings, LPL Financial\u2019s Executive VP of Enterprise Business Development, is in a prime position to speak about. Ken\u2019s team takes a personal, consultative approach to helping wealth management executives and leaders to enable them meet their objectives and then <\/em>some. Thanks to conversations with over 20,000 advisors last year, the team more than understands the needs and concerns of today\u2019s advisor.<\/p>\n\n\n\n And Ken shares those insights with Beacon Strategies\u2019 Managing Director Chip Kispert on a recent Beacon Flash podcast episode. \u201cWe get to hear a lot of what is on their mind,\u201d says Ken, \u201cWhat are they worried about? What are they looking for?\u201d<\/p>\n\n\n\n Today\u2019s advisors are keen to explore different options, Ken explains, and the movement of advisors is coming back after last year\u2019s market volatility saw that movement slow down. \u201cIt\u2019s back to what we would call the normal market,\u201d he says, \u201caround five to six percent of advisors in motion every year.\u201d<\/p>\n\n\n\n Ultimately, notes Ken, advisor behavior is always going to be driven by investor behavior, which means advisors are looking for firms that are ahead of the curve in things like digital tools and aggregation.<\/p>\n\n\n\n Differentiating themselves is key to keeping up with investor behavior and demand, and Ken shares a number of suggestions to help achieve that differentiation. Do you have the time that you need to build and strengthen client relationships, for example? Do you have the technology solutions to deliver what they need?<\/p>\n\n\n\n \u201cCan I provide my clients a great experience? Can I get to know them and their families deeper than anyone else? And do I have solutions that can help them achieve what they’re looking to achieve?\u201d<\/p>\n\n\n\n LPL believes the best outcomes for investors come from working with an advisor, but advisors need more than just great relationships to differentiate themselves from the competition. That\u2019s why last year alone the firm invested over $300 million in new technology capabilities. Resources<\/strong> The advisor marketplace is in a state of flux. The question is, where is the market heading in this ever-changing ecosystem? And what trends should advisors be paying attention to the most? It\u2019s something that Ken Hullings, LPL Financial\u2019s Executive VP of Enterprise Business Development, is in a prime position to speak about. Ken\u2019s team …<\/p>\n
Overview
<\/strong>Advisor Marketplace (01:39)
LPL Model (10:35)
Enterprise Management (19:01)<\/p>\n\n\n\n
Ken Hulling’s LinkedIn<\/a>
LPL’s Website<\/a>
Chip Kispert’s LinkedIn<\/a>
Beacon Strategies’ Website<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"