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Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
Manage episode 450841994 series 3583752
Innehåll tillhandahållet av Meg Carpenter. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Meg Carpenter eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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 LinkedIn
- Marc Cohen on LinkedIn
- Aneri Jambusaria on LinkedIn
- Peter Vincent on LinkedIn
- Phillip Bell on LinkedIn
Who should we spotlight next? Nominate growth leaders for Season 2
Want to learn more…
- Visit ficommpartners.com
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