Charting a Smarter Path With LPL’s Advisor Growth Study

Published on 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.

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Momentum Building for Model Portfolios

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.”

The Next Phase of Estate Planning Reaches Beyond UHNW Clients

November 11, 2025
The best training involves layers. Give advisors quick, in-context prompts that sit next to the client conversation. For example, rather than dedicating entire meetings to estate planning, incorporate trust versus outright distribution discussions into routine conversations.