In this interview, Forum Partner Chris Lamia, CFP® walks through what it truly means to be a fiduciary advisor in today’s financial landscape and why the right support structure matters. Chris shares how joining the Forum Advisor Alliance (FAA) lifted a heavy compliance burden that was holding him back, streamlined trading and operations and introduced efficiencies that immediately freed up his time to focus on client relationships and growth. Chris also speaks of one of the biggest challenges many advisors face: succession planning. Rather than worrying about how to transition his clients when the time came, there is a model in place to successfully transition his clients to junior advisors, ensuring continuity for his clients, a legacy for his practice and opportunity for next-gen advisors to grow. Watch the full video on YouTube.
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