FOCUS 2019


This year, AJ attended the “LPL Financial Focus” Conference in beautiful San Diego. Focus is LPL Financial’s annual education, growth and networking event for advisors and their staff. Financial professionals from around the country descended on San Diego to share ideas and insights about some of the top opportunities and challenges in the financial planning industry today. AJ has attended the conference for the past several years, and always returns with new resources, ideas, and updates to help us better serve our clients. This year’s takeaways include:

1. AdvisoryWorld – We’re excited to start rolling out this comprehensive financial planning software, including a free risk assessment available to all of our clients.

2. Health Savings Accounts – LPL is working to make advisor-directed HSAs a reality, which will give us the ability to manage HSAs for our clients. Stay tuned!

3. Enhanced Trading – LPL will be rolling out improvements to enhanced trading, which will make it easier for advisors to manage client accounts.

4. New Event Ideas – AJ got a lot of great new ideas for client events, so keep an eye on your inboxes over the course of the year. As always, if you have an idea for a client event, we’d love to hear from you!

We’re excited to see the updates and improvements LPL will be rolling out over the course of the next year. There were many other updates and conversations, and we will use those to evaluate our practice with the goal of delivering an excellent client service experience. Thank you for the continued trust and confidence you place in us.

AJ at with James Sullivan from PAG (Private Advisor Group)
AJ with a rep from Calamos
AJ with a rep from Natixis></div>
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