Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief


13. LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship

November 19, 2021

In this episode, David Armstrong is joined by Tom Murphy, senior vice president of LPL’s advisory program. Tom discusses how LPL has augmented advisor services while the industry has evolved from facilitating transactional relationships with clients toward a more holistic planning approach, with all the inefficiencies and customization that requires. He gives an insider look … Continue reading 13. LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship →