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Kimberly Sanders

 

Senior Vice President, Head of Client Readiness

Advisor Readiness

Get in Touch

Meet Kimberly

Kimberly is a champion of advisor independence, helping advisors activate their business after moving to LPL Financial. She turns transition momentum into confident execution by supporting advisors as they grow, scale, and operate successfully in an independent model.

Her work is centered on enabling advisors to make the most of their independence through practical guidance, strategic resources, and support designed for long‑term success.

Areas of Expertise 

  • Advisor Independence and Practice Activation
  • Post‑Transition Enablement
  • Advisor Growth and Practice Scaling
  • Practice Strategy and Operational Efficiency

 

Recent Articles

Watch Insights from Thought Leaders

Our leaders break down complex topics across wealth planning, estate strategies, tax planning, retirement, and high-net-worth client needs, helping you turn complexity into confidence.

Explore practical ideas and actionable strategies you can put to work in client conversations right away.

     

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Why Mid-Year Is an Advisor's a Good Time to Evaluate a Move

| Kimberly Sanders, Head of Client Readiness

Discover why the second half of the year can be the ideal window of time for financial advisors to evaluate independence and plan their next move with confidence.

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Competing on Trust: Brand Strategies for Advisors

| Kimberly Sanders, Head of Client Readiness

For financial advisors building or redefining their brand, especially those stepping into independence, credibility is foundational to growth.

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A 90-Day Blueprint for Breakaway Advisors | LPL Financial

| Kimberly Sanders, Head of Client Readiness

Breaking away from a wirehouse or traditional firm is one of the most significant career decisions a financial advisor can make. The road to independence is rarely as simple as it seems.

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Unlock Advisor Growth with LPL Financial’s Advisor Growth Index

| Kimberly Sanders, Head of Client Readiness

LPL’s Advisor Growth Study turns six years of advisor data into practical strategies for independence. See how top performers succeed — and learn how to apply these tactics to your business.

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How Breakaway Advisors Can Scale with AI and Tech

| Kimberly Sanders, Head of Client Readiness

Explore five ways AI empowers breakaway advisors to reduce manual tasks, improve workflows, and scale their businesses with smarter technology.

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LPL Thought Leaders

Explore Insights on wealth planning, estate planning, tax strategies, retirement planning, and financial planning shared by LPL thought leaders.

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Meet the Team

Get to know the voices shaping today’s financial conversations. LPL’s Spokesperson Council brings together experienced professionals to share insights on wealth, tax and estate planning, retirement, and high-net-worth strategies.

Their perspectives are designed to help make complex financial topics more approachable and more actionable.

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Michael Doshier

Michael guides advisors through retirement trends, regulations, and complexity, focusing on enablement, plan design, and scalable growth.

Learn More About Michael
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Tara Popernik

Tara simplifies tax-efficient investing and multigenerational planning into practical ideas to help advisors build stronger relationships and deliver more holistic advice.

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Jeanne Thompson

Jeanne blends data with a human understanding of retirement readiness, helping advisors address both financial and behavioral needs through clear, actionable guidance.

Learn More About Jeanne

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