One of the best and biggest gatherings of financial professionals is coming up. LPL Financial’s annual Focus Conference presents a number of opportunities to gain education, perspective, and more.
Because we 16,000 registered representatives are free to build our businesses in accordance with our own principles and interests, a wide range of presentations are held. These are conducted by an incredible array of company and industry talent, as well as peers.
Our investment philosophy and portfolio management operations are mature. We’ll be looking for ways to enhance our productivity and speed of execution, as well as potential new research and information sources.
We have a deep interest in communications theory and practice as applied to the 21st century venues we use to keep in touch with you. Fortunately, some of the most talented people in the industry (maybe the world) will be available. They understand what we’re doing at 228Main.com, they have helped us all the way along, and we expect to make more progress on our plans for the future.
The cast of characters includes communications professionals in LPL departments, as well as specialized consultants like Scott McKain and Amy Florian. McKain is the author of ‘Create Distinction,’ a business best-seller that has inspired us over the years. Florian is an expert in helping advisors communicate more effectively with those who have experienced loss or difficult transitions. I’m looking forward to working with them again.
Over my long association with LPL, I’ve been fortunate to build close relationships with the leadership team. Most of this happened in the last four years, as many people in managing director and executive roles became readers and followers of our blog and social media. As we sort out the best structure for our business going forward, these connections are a great help.
I have breakfast and lunch meetings scheduled each day of the conference with key players on my LPL team. With all this, plus gatherings with friends and colleagues from around the country, it looks to be another exceptional experience.
Clients, if you would like to talk about this or anything else, please email us or call.