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Broker/Dealer Masterclass

New regulations, disruptive technology, consolidation trends and changing demographics have drastically shifted the financial services industry. How are these changes affecting financial advisors? Leading experts weigh-in on why the demand for advice is "booming" and how advisors can harness change as an opportunity for growth.

As the demand for advice increases and as the needs of investors get more complex, time is the most valuable commodity for the financial advisor.

- Bill Morrissey, LPL Financial Managing Director and Divisional President Business Development

What will you need to succeed?

Thank you for your interest in the Broker/Dealer Masterclass! This course features leading experts who will share how advisors can leverage current trends as opportunities for growth.

If you are unable to watch the full video at this time, you may use this link to return to the page. When you’re ready, you can click the button below to complete an online quiz that will qualify you to receive one free CE credit towards CFP, CIMA & CPWA designations. CE accreditation is provided by the CFP Board & Investments & Wealth Institute (formerly IMCA).

LPL Financial, The Financial Services Institute, and 1st Global, are all separate entities.

The content is designed for financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.