Episodes
Thursday Mar 22, 2018
EP 033: Nick Interviewed on Advisor Success Series Podcast
Thursday Mar 22, 2018
Thursday Mar 22, 2018
CONFESSIONS OF A FORMER LPL REP: BUILDING AN INDEPENDENT PRACTICE
Warning! This podcast is highly technical in nature about the inner-runnings of a Registered Investment Advisor!
We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice. Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.
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