LPL Financial has attracted an advisor with around $230 million in advisory, brokerage and retirement plan assets to its broker-dealer, RIA, and custodial platforms.
Blake Mier of Mier Financial, based in Bloomington, Illinois, was previously with Wells Fargo Advisors Financial Network but decided to make the switch to gain greater autonomy and he was also impressed with the selection of products and services offered.
With 25 years of experience in the financial services industry, Mier says relationships with clients and their families is an important part of a successful advisory practice.
“The best part of my job is getting to know my clients and their financial hopes, goals and fears, and then working with them to put together a financial plan that addresses all of those things,” Mier said. “Most of my clients have been with me for years, and many of them are multi-generational. I am very proud of the relationships I have built during my career and am honored that my clients trust me with this extremely important part of their lives.”
He is joined in his move by client relationship manager Katie Simpson. For LPL, adding Mier to its growing list of affiliates follows a strong start to November, with a $225 million team in Georgia joining from United Planners and a $550 million team who jumped from Ameriprise.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
