How does the industry deliver much-needed advice to investors whose assets are significant, not available for rollover now, but will be in the near future?
Join us for a moderated discussion with LPL Financial Advisor Brett Ramsey, CFP®, MBA on his thesis and the creation of a new revenue model for scalable advice delivery to serve the 50-60 age demographic.
- Capturing the 50-60 age demographic that don’t have possession of manageable assets yet (401k, inheritance, etc.)
- How to develop new and non-traditional advice delivery revenue models to serve this demographic
- Leveraging technology that provides the efficiencies of scale necessary to support these models