In today’s financial landscape, staying ahead isn’t just an advantage, it’s essential. As demand for financial advice grows and advisors face the challenge of aging populations — along with many of their own retirement plans — understanding industry trends becomes paramount. Join InvestmentNews senior columnist, Bruce Kelly, as he chats with Jeremy Holly, Executive Vice President at LPL Financial, as they discuss the complexities of the M&A space, focusing on advisors’ evolving liquidity needs and strategies for creating transferable value. Tune in to hear all about: • Challenges posed by aging client base and the emerging trends in advisor’s retirement planning • Specific factors driving value in today's market • How to navigate the war for talent and cultivate the next generation of advisors • The secrets to creating transferable value • The latest trends shaping advisor priorities Don’t miss the opportunity to revolutionize your approach to your business. Your journey to advisor excellence starts here — join us and unlock the secrets to success. LPL Financial. Member FINRA/SIPC.
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