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. 

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.

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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.

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