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White paper

Perhaps you've just gone out on your own, and you want to expand your practice. Or maybe you're a seasoned independent advisor looking for new ways to grow and build your business. In either case, our complimentary white paper, Building and Growing Your Independent Practice, provides insight into industry best practices as well as practical ideas you can immediately implement. Some of the information contained within this overview includes:

  • How to choose the business structure and model that's right for you
  • Developing a blueprint for success: your business plan
  • How networking can help your business prosper
  • How to make a name for yourself through effective marketing
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White paper

If you've reached a crossroads in your career, and you're considering establishing your own practice, Choosing Independence, a white paper from LPL Financial, can help you decide whether this option is right for you. Choosing Independence puts today's advisor marketplace in perspective and helps you evaluate your current position so you can make an informed decision as to whether you are ready to take the next step in your career. Some of the information contained within this industry overview includes:

  • The risks and rewards of independence
  • How independence rewards you and your clients
  • How to evaluate independent broker/dealers
  • A broker/dealer due diligence questionnaire
  • The ten steps to independence
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