Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)

from Advisor Success Series · host 3D Asset Management

We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice. Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.

Episode metadata supplied by the publisher feed · Published Mar 6, 2018

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Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)

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