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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:
Who should we spotlight next? Nominate growth leaders for Season 2
Want to learn more…
13 episoder
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:
Who should we spotlight next? Nominate growth leaders for Season 2
Want to learn more…
13 episoder
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