Your unique perspective can have a huge impact on the pace you set for your business goals. In this LPL Share-Cast episode, John Nersesian from PIMCO Investment Management shares his perspective on what’s driving the financial advice industry and what financial professionals and institutions can do to meet the demands of their clients.

“As financial advisors, it’s often not the statements you make that have the greatest impact, but the questions you ask, as you demonstrate a genuine interest in what’s most important to them.” -John Nersesian, head of Advisor Education at PIMCO Investment Management.

A featured partner of LPL Financial, PIMCO Investment Management is an investment management firm, specializing in fixed-income securities, and manages more than $2.2 trillion in assets.

 


The speaker in this presentation is affiliated with PIMCO, an investment management firm focusing on active fixed income management worldwide, but is speaking on his own behalf and not on behalf of PIMCO. The speaker is neither affiliated with LPL Financial nor speaking on its behalf. The statements contained in the presentation do not represent PIMCO or LPL Financial’s views on their subject matter, and PIMCO and LPL makes no representation as to their veracity, or to the accuracy of the speaker’s credentials.

Please also be aware that some of the speaker’s statements are forward-looking and involve known and unknown risks and uncertainties, including economic, legislative, regulatory, competitive and other factors, which may cause actual financial or operating results, levels of activity or the timing of events to be materially different from those expressed or implied. The speaker will not be updating any such forward-looking statements if circumstances change.

PIMCO has paid LPL no compensation to present the speaker. PIMCO does pay LPL financial benefits and fees in connection with its financial products and services, and these payments create conflicts of interest. For more information on these conflicts, please visit https://www.lpl.com/disclosures.html.

The content is designed for licensed financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.

The views and opinions expressed by the LPL Financial representative are not indicative of future performance or success. LPL Financial cannot be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed| Not Bank/Credit Union Deposits or Obligations | May Lose Value

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