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Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
Manage episode 450841994 series 3583752
Konten disediakan oleh Meg Carpenter. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Meg Carpenter atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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