LifePro Asset Management (LPAM) is proud to announce and welcome the newest member to their growing team, Emily Zerbato. As the firm’s Compliance Analyst, Emily will be responsible for developing and managing a robust compliance platform to allow their advisors to protect and safely grow their current investment business.
Prior to joining the LPAM team, Zerbato was a regulatory consultant for seven years with a focus on educating advisors on the applicable rules and regulations to protect them from the pitfalls of inadequate compliance programs and ultimately prevent significant deficiencies during future examinations by state and federal regulators.
“A strong compliance platform serves as a protective shield while equipping your business with a set of tools that can unlock years of sustainable, high quality production growth,” describes Zerbato. The LifePro Asset Management Compliance Platform is designed to be a solutions provider for an advisory practice, a platform that provides a compliant path to effectively drive potential business across the finish line. The goal of the LPAM Compliance Platform is to help increase an advisor’s long-term production potential by developing a best interest solution for their clients that will meet their long term financial objectives.
Robert Reaburn, executive VP of LPAM, described why he feels a compliance platform is an essential component to their firm: “One of the common misconceptions that we have been encountering is that since the DOL Fiduciary Rule has been delayed until 2019, the need for a robust compliance program has eased in urgency. The truth is that the DOL Fiduciary Rule is only a small component of your overall compliance requirements as a financial advisor. When it comes to investments and financial planning, these rules and requirements are not going away, they are simply evolving.”
LifePro Asset Management (LPAM) is a turnkey advisory platform that helps advisors navigate regulation while easily implementing advanced tools and retirement strategies to enhance client solutions while increasing fixed and fee-based production. LPAM is fiercely determined to simplify and improve the practices of their advisors by providing solutions that enhance and achieve the financial goals and dreams of their clients. For more information, email info@lifeproassetmanagement.com.
