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Deals & People January 13, 2011
Loring Ward Hires Director of Strategic Relations
Scott Lamb will work with Loring Ward's broker/dealers and provide value-added solutions to help advisers better serve their clients.
Reported by Nicole Bliman
As Director of Strategic Relations, Lamb will develop programs and tools to support the transition of advisers’ practices to a fee-only basis and assist them in developing more consistent advisory processes, such as Loring Ward’s “Life First” Discovery Process.
“[Lamb’s] track record of helping advisers realize efficiencies in their practices is a perfect fit with our shared focus on helping advisers improve their practices and build stronger client relationships,” said Loring Ward’s Director of Advisor Relations, Steven J. Atkinson.
Prior to joining Loring Ward, Lamb was a vice president at LPL Financial, where he worked with advisers to evaluate their business models and business needs. Lamb has also worked as a financial adviser at Merrill Lynch.