Navigate change with intention, not reaction

Change is inevitable. Whether it's a merger, acquisition, or your own decision to explore new options, transitions create both challenges and opportunities for advisors.

With the recent news of LPL Financial acquiring Commonwealth Financial Network, many advisors are experiencing that familiar moment of pause – wondering what this means for their practice and clients.

We've learned that the quality of questions you ask during these pivotal moments often determines your success and this guide can be a helpful tool in reflecting on how to use this change as a growth opportunity.

What you'll learn in this guide

• Vision & Purpose Assessment — Identify what aspects of your practice you most value, your ideal vision for the future, and changes you've been wanting to make but haven't prioritized.

• Culture & Team Framework — Define your non-negotiable cultural elements and evaluate how transitions will impact your team and client experience.

• Client Impact Strategy — Develop a clear approach to communicate change to clients, anticipate concerns, and use the transition to deepen relationships.

• Business Evaluation Tools — Analyze the specific limitations in your current situation and what new capabilities a transition might provide.

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