Free Live Webinar: Thriving as a New LPL Advisor — The First Year of Success | Hosted by Holistipractice + Azella Advisor
Date: August 14, 2025 | Time: 1:00 PM EST
Join us for an exclusive webinar designed to help new LPL advisors launch their careers with confidence and clarity.
If you’re planning a move to LPL—or recently made one—this session is built for you. We’ll cover both the marketing and operational strategies that help advisors hit the ground running and grow with confidence in their first year.
How to prepare your marketing and brand before the transition
How to fully leverage LPL’s systems, tech, and support from day one
What to avoid, what to prioritize, and how to stay out of overwhelm
Live Q&A + actionable resources included
STARTS IN
David Roberson
Founder, Azella Advisor
Cindy Nagel
Founder, Holistipractice
Is This Webinar Right for Me
And Why Should I Attend?
Starting your first year as an LPL advisor can be overwhelming — but with the right operational know-how and marketing strategies, you can build momentum quickly and set a strong foundation for long-term success.
In this webinar, you’ll learn:
Operational & Resource Readiness: What you need to know from day one when joining LPL
Marketing Strategies: How to launch and grow your advisor presence effectively
Live Q&A: Get your specific questions answered by industry experts
Actionable Resources: Practical tools and tips you can implement immediately
Who Should Attend?
New or Aspiring LPL Advisors:
If you're in the early stages of your transition—or even just thinking about making the move—this webinar will give you a clear picture of what to expect and how to set yourself up for a smooth, confident launch into the LPL ecosystem.
Advisors Considering a Move to LPL:
We’ll walk through the key marketing and operational steps you should be taking before your transition even begins. This is your chance to get ahead of the curve, avoid common missteps, and build a strategic plan before you even file your paperwork.
Firm Owners and Team Leads:
Thinking about expanding your practice by bringing on new advisors? This session will give you insight into how to better support them from day one—so they gain traction quickly and integrate smoothly.
Advisors at Any Firm Looking for a Stronger Start:
While the session focuses on LPL transitions, many of the strategies shared apply no matter your broker-dealer. If you’re launching a new chapter in your business and want to do it right—this is for you.
Anyone Who Wants to Accelerate Their First-Year Success:
We’re diving into real-world tactics, not theory. Whether you're solo or part of a team, the guidance you’ll receive is built to create momentum and reduce uncertainty—fast.
MEET YOUR HOSTS
David Roberson
Founder & CEO, Azella Advisor
David’s mission is deeply personal: inspired by his mother Azella’s experience, he founded Azella Advisor in 2020 to help financial advisors connect authentically with their ideal clients through strategic branding and marketing. With a background in technology and digital marketing for one of the nation’s largest Registered Investment Advisors (RIA), David has mastered blending cutting-edge tech with the human connection critical to client relationships.
Under his visionary leadership, Azella Advisor developed the Azella Advisor Method—a comprehensive approach designed to simplify advisors’ marketing and operational challenges so they can grow their practices with clarity and trust.
David is passionate about empowering advisors and fostering team growth through innovation and thoughtful leadership.