When Atria Wealth Solutions’ Bob Holcomb and I sat down this week at Atria’s Recognition Club Conference to talk about our partnership and what lies ahead for their advisors, banks and credit unions, what stood out to me is what makes our firms such a natural fit: client-centricity. Both LPL Financial and Atria were built on the fundamental belief of putting advisors at the center of everything we do. To the Atria advisors embarking on this transition: thank you for your trust! This next phase together is just beginning. I'm confident our combined teams will make this journey worthwhile. My advice: trust the process...leverage our transition experts...and don't hesitate to reach out with questions. Our shared commitment to empowering advisors to deliver quality advice to all Americans has never been stronger. That's what being the best firm in wealth management means to us...ensuring your success every step of the way. And congratulations to the Atria advisors who were recognized at this week's conference – your achievements are truly impressive!
Thank you for being present throughout this transition! The entire Sierra Ridge Wealth Management team is excited about our partnership with LPL.
It is great to see firms coming together with a shared commitment to supporting advisors and prioritizing clients. Transitions like these can be challenging, but having the right support makes all the difference. What do you think will be the biggest opportunity for advisors in this next phase?
This is exciting! Bob Holcomb brings such energy to everything he does, going back to the Greenbook days! Look forward to working with him again!
Had a fantastic time with Rich Steinmeier and the incredible team at LPL Financial! The entire Sierra Ridge Wealth Management team is excited about our partnership with LPL. Our visions align, and with their support, we’re confident that our value proposition will be stronger than ever. Looking forward to what’s ahead! #LPLFinancial
Resource One Advisors LLC
3wWelcome to the greatest show on earth , recruiting is just the beginning , it's not where you start, it's where you finish . Two more R's, relationship and retention will be tested over time