If you’re in financial services, you’re likely at a critical juncture in your journey to build your presence, global or local. Continue expanding in thriving urban areas or look for new territories to explore — that’s the question.
Investment and wealth management firm, LPL Financial, employed 2,000+ employees scattered throughout multiple locations across their Carolinas region. Consolidating these groups into one location to re-ignite their workplace culture and community was a priority.
Do you have a client looking to relocate? An office move can be an exciting and challenging time for a company—change is never easy for leadership. Transparent communication, fact driven analysis and including the employees in the decision-making process will lead to the most positive outcome for the company overall.