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An advisor’s business can represent decades of relationships and hard-earned trust. Yet many wait until a transition is near to consider what it is worth—or what they want its next chapter to be. Jeremy Holly, EVP of Capital Partners at LPL Financial, explains why value, liquidity, and succession should be planned together—and how starting early helps advisors preserve their choices, protect their people, and shape their future.
LPL Financial
What if you could build the practice you always envisioned on your terms? LPL Financial is dedicated to making that possible for over 32,000 financial advisors serving 8 million families. Advisors and institutions can choose from a wide variety of business models, investment solutions, fintech tools, and practice management resources, giving them the flexibility to create and grow a business that fits their goals.
