When There’s Too Much Togetherness

Published on October 9, 2024

It is more common that teammates really enjoy the people they work with and have one another’s backs, but they don’t particularly want to give up personal time to spend more with workmates.

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What If Your Prospect Doesn’t Want Comprehensive Wealth Management?

October 9, 2024
Unbundling services and offering them à la carte could appeal to clients who want more control over their financial management. This approach allows clients to tailor the services they receive to their unique needs and preferences.

$685M Kansas Team Joins LPL from Merrill

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The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.