JLS Sales Academy

05/31/2026

Why Most CRMs Don't Work for RIAs https://www.wealthmanagement.com/advisor-support-platforms/why-most-crms-don-t-work-for-rias?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Legacy systems built for large firms force rigid workflows that clash with how small advisory teams actually operate

05/31/2026

Tanglewood Total Wealth Management: Doubling Down on Internal Ownership https://www.wealthmanagement.com/growth-strategies/how-tanglewood-grew-to-168b-without-outside-capital?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Tanglewood Total Wealth Management has grown to $1.68 billion in assets by expanding ownership internally to six shareholders.

05/31/2026

Five Tips for Going from Solo Advisor to Teaming https://www.wealthmanagement.com/professional-development/five-tips-for-going-from-solo-advisor-to-teaming?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Five elements that are practical, proven building blocks to help advisors build and grow their teams.

05/31/2026

SEE THE POWER OF SCENARIO SELLING IN YOUR BUSINESS! JLS Sales Academy seeks to change the way the insurance and financial services industries view sales training. Ph:1-833-481-1239 https://www.jlssa.com/

05/31/2026

The Transitioning Advisor's Lament https://www.wealthmanagement.com/professional-development/the-transitioning-advisor-s-lament?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Advisors who moved firms share insights on client loyalty, preparation strategies and unexpected benefits of transitions

05/30/2026

Zephyr's Adjusted for Risk: Mastering Energy Market Trends for Portfolio Growth https://www.wealthmanagement.com/investment-news/zephyr-s-adjusted-for-risk-mastering-energy-market-trends-for-portfolio-growth?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Mark Marifian of Tortoise Capital explains energy subsectors, midstream cash flows, and MLPs

05/30/2026

Resilience Is Not a Buzzword for Women in Wealth Management https://www.wealthmanagement.com/professional-development/resilience-is-not-a-buzzword-for-women-in-wealth-management?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Women advisors are redefining resilience as a career strategy, not just a trait, while reshaping the wealth management industry

05/30/2026

LPL Moving Commonwealth Advisors off Advisor360° Tech Platform https://www.wealthmanagement.com/advisor-support-platforms/lpl-to-move-commonwealth-advisors-to-clientworks?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

LPL Financial will transition Commonwealth advisors from Advisor360° to its ClientWorks platform later this year.

05/30/2026

Agents from across America go to JLS Sales Academy to build a multi-six figure income, bust industry myths, implement a cross-selling system, and more. Discover the details of what they are learning! Ph:1-833-481-1239 https://www.jlssa.com

05/30/2026

Deals & Moves: Carson Brings on LPL, Farther Advisors https://www.wealthmanagement.com/ria-news/deals-moves-carson-brings-on-lpl-farther-advisors?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Also, Focus adds a $960M RIA in Indiana, Brooklyn Fi sells a minority stake to Accelerated, and LPL adds a $600M team to its RIA channel.