South, who expended his teen decades as an ocean lifeguard at Tower 68 in
In deciding upon a name for their new observe, South and the crew recognized the parallels in between lifeguards and money professionals. He reported, “As a former lifeguard, no a person realized that beach front as well as I did. It was my work to guard men and women and continue to keep them from harm’s way. That’s what we do as advisors—we acquire care of our shoppers and do what’s ideal for their money futures.”
Soon after substantial exploration and due diligence, the crew turned to LPL to assistance elevate the client experience and acquire their observe to the next stage. “LPL delivers our shoppers with an exceptionally strong online experience. The simplified, intuitive technologies presents shoppers the equipment and assets they want to be able to perspective their total portfolio and very easily upload info,” South reported. “My crew also thinks that LPL’s trading platform is 2nd to none. We can control trades with complete objectivity, allowing for us to put our clients’ finest interests at the forefront of every thing we do.”
Committed help from LPL Strategic Prosperity Expert services
“We’re also thrilled about the depth of dedicated help offered by the SWS product,” South reported. “We’ve built wonderful associations with LPL’s SWS personnel, who we consider an prolonged portion of our crew, and they supply strategic coaching and abilities in parts that are not my main competencies.”
In addition to having obtain to LPL’s built-in wealth administration platform and advanced assets necessary to operate a flourishing observe, SWS groups also obtain an supplemental layer of ongoing, personalised help for everyday functions and lengthy-expression small business administration. From the extremely starting, SWS bridges the transition to independence by offering dedicated start help, which include true estate develop-out, model improvement, technologies setup and HR services. Soon after the transition, the value of the SWS product shifts to the ongoing strategic, administrative, internet marketing and CFO help that permits advisors to keep targeted on the enduring wants of their shoppers, lifestyle and evolution of their observe.
“I just can’t worry sufficient the pleasure derived from boosting our observe and generating differentiated experiences for our shoppers. Their happiness and money wellbeing are what is most significant,” South reported.
Learn additional about Tower 68. Read through about other firms that not long ago joined LPL in the
Advisors, find an LPL small business improvement representative near you.
*Dependent on prior small business and signifies belongings that would have been custodied at
**Top RIA custodian (
Securities and advisory services presented as a result of
All through this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor representatives affiliated with
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Resource: LPL Money Holdings, Inc.