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Listen "Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets"
Episode Synopsis
Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019.Join us as we discuss training the next generation of advisors, building top-notch technology, enabling advisor growth and much more. In this episode, we’re joined by Marc Cohen, LPL’s Head of Corporate Strategy; Aneri Jambusaria, Business and Wealth Solutions Managing Director; Peter Vincent, Head of Field Management; and Phillip Bell, an LPL Investment Advisor Representative for Financial Planning Resources in Oklahoma.Connect with us: Meg Carpenter on LinkedInMarc Cohen on LinkedInAneri Jambusaria on LinkedInPeter Vincent on LinkedInPhillip Bell on LinkedInWho should we spotlight next? Nominate growth leaders for Season 2Want to learn more…Visit ficommpartners.com
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16/12/2024
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