I’m usually excited—but you know that. Right now I have a really good reason for it. Clients, you have made this enterprise a roaring success, larger than I can manage on my own. By operating as a team with next-generation talent, our capabilities are at new levels.
Now our structure needs to reflect this enterprise form of organization.
Leibman Financial Services is now officially registered as an Investment Advisor (RIA) with the Securities and Exchange Commission. Instead of me as a person being responsible for managing your accounts, you’ll have our whole team working for you. This is the step that will enable me to work to age 92, help me recognize the contributions of my teammates, and serve you more effectively than ever before.
You may be happy to know that new clients will be taken care of by newer team members. I’m going to be available as long as I am able to you folks who signed up in years past. Reorganizing will give me more time to work with you—and ensure that new clients will have the resources to be taken care of too.
The three additional officers will include Greg Leibman, a stalwart partner as Office Manager through the hard times; Data Analyst Billy Garver, a key addition to our Research Team and the keeper of systems and processes; and Director of Communications Caitie Leibman, a great talent who drives our communications with you. These three will do more and more consulting with newer clients as they are able over time.
The Service Team—Larry (Client Service Specialist) and Patsy (Client Service Assistant) and Whitney (Client Service Specialist)—will still be onboard and helping us along, of course. They will take care of the details and logistics as always.
Right now, we need your help to make the transition. You’ll soon find an email in your inbox with forms to sign electronically to effect the transition of your advisory accounts from LPL’s RIA to Leibman Financial Services. Everything stays at LPL; you keep the same account numbers. But we do need a couple of things signed.
It’s important to us that this transition be simple and easy for you. If you have questions, please email us or call.
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