Word Class Virtual Administration

Do you need some extra support delivering top-tier client service, or getting your at-home office digitally organized? Our Virtual Admin team is here to support you and your clients’ needs. Give us a call to learn more today.

The Financial Services Network

We’re passionate about supporting financial advisors as they pursue their goals. Learn more about our six core services and how they can help you elevate your practice today.

I’m No Tom Brady… but We Can All Be Joshua Chamberlain

A message from Managing Partner Daxs Stadjuhar I have never won a Superbowl. I would never even pretend I’ve walked in Tom Brady’s shoes or know the experiences he’s had, nor the influence he’s held throughout his career. My point is that your client’s have also never walked in your shoes. They have not sat down […]

Facts, Assumptions, and Fear: The Coronavirus Virus and Risk

A Message from Managing Partner Daxs Stadjuhar As we wrapped up our I-Forums this week, the conversation turned more and more to COVID-19.  When I was a strategic planner in the Army, we used to have a saying, “Facts are facts, and assumptions are facts for planning purposes.”  I am not going to propose how […]

LPL Financial Welcomes Burns, Toussaint & Associates

LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisors Wesley Burns and Antoine Toussaint have joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, aligning with The Financial Services Network, an existing LPL large enterprise. The advisors reported having served approximately $180 million in brokerage […]