Momentum Building for Model Portfolios

Published on November 11, 2025

First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”

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The Leadership Challenge of Letting Go

November 11, 2025
When people think of a business transition, they often picture a finish line, a sale date circled on the calendar when the deal is done, the papers are signed, and everyone celebrates a new beginning. Imagining it instead as a wedding means accepting that the day it becomes official is only the start of the real work.

Charting a Smarter Path With LPL’s Advisor Growth Study

November 11, 2025
To succeed, every advisor needs a business plan, and that's especially true for breakaway advisors who are launching their new practice. But it’s important to remember that independence doesn’t mean going it alone.