50% of advisors are looking to make or are planning a move. Are you ready to make a change?
In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners.
- Why advisors are resistant to change
- How David made the move to Integrated Partners
- What is the next step after transitioning
- The importance of reviewing your plan every quarter
- And more
Connect With Matt Ackermann, Robert Sandrew and David Kline:
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Robert Sandrew
- LinkedIn: David Kline
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.