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