Winning Together: Insights from LPL’s Wealth Leadership Symposium

When a community of wealth leaders come together, the experience is guaranteed to be an enriching one. And that’s exactly what we found at the 2025 Wealth Leadership Symposium — where leaders stood shoulder to shoulder, exchanging ideas, attending insightful sessions, and arming themselves with knowledge to bring back to their teams.

We are committed to empowering the community by building connections among leaders, engaging in advocacy, and providing guidance backed with data and experience. These pillars underpinned the development of the Wealth Leadership Symposium roundtable discussions and panels. Here are important takeaways from the sessions:

Integrate financial planning to accelerate growth:

According to LPL’s Advisor Growth study, over 60% of program and advisor growth is driven by financial advice — top programs and advisors lead with planning, offer broader solutions, and focus on building multigenerational loyalty. Every team at your institution, from the front line to the back office, should understand that offering financial planning can catalyze deeper relationships, improve revenue diversification, and create positive financial outcomes for clients and members. Look at your existing strategic focus areas and ask “How can the addition of planning enhance this?” When you do that, financial planning and advice becomes a new gear in the growth engine.

Use education and structure to galvanize the implementation of financial planning:

Advisors can be reluctant to embrace financial planning in a consistent and scalable way. Support advisors with continuous education on key planning tools and discussions on financial planning use cases. Measure implementation success with reporting and scorecards integrated into performance reviews. Taking the right steps can transform financial planning from a mandate to a mission.

Deploy segmentation for asset growth:

Organic growth is slowing, making up less than a quarter of recent gains in assets under management. Igniting new growth demands segmentation operationalized across leads, talent, and careers. Make it work with teams through service-level agreements (SLAs) tied to segments, assigning clear roles by segment, and establishing simple scorecards. In short, focus on who you serve, how to grow relationships, and how you develop your people.

Leverage trust administration partnerships to maximize opportunities:

Trust services are a key tool for addressing estate planning needs, particularly for mass affluent and high net worth clients — but financial institutions are increasingly struggling with the operational and regulatory burdens of running these platforms. The right fiduciary partner can provide an efficient, cost-effective administrative solution, enabling institutions to focus on core competencies and grow relationships with wealth clients.

Succeed with AI by starting from the top:

Your employees are probably already using ChatGPT on their own, but successful AI adoption requires a top-down approach. It’s critical for financial institution leaders to educate themselves on what artificial intelligence means for their business and the basics of adopting AI tools, including large language models and AI agents. Leaders who build an understanding of AI can effectively champion it within their organizations and prepare their workforces to leverage its power.

Solve wealth management challenges with the right technology:

With over $500M in technology investment last year, LPL drives over 350 product enhancements annually. Our growing tech stack now includes tools for brokerage to advisory conversions, crafting client proposals, organizing meetings, and using AI for notetaking. Your client success manager can help you get the most out of the tools available to you.

At LPL, we’ll keep advocating for what institution wealth businesses needs for success — inside LPL and across the broader industry. As our industry continues to evolve, we’re here to support you with strategic insights and scalable solutions to help you sustain and build an institution that thrives.

Already working with LPL? Connect with your LPL Client Success Manager to dive deeper into any of the topics discussed at the Wealth Leadership Symposium.