RUNNING AN EXTRAORDINARY BUSINESS THAT IS ALL YOU
Being extraordinary in the financial industry doesn’t develop from a one-size-fits all solution. It comes from passion, commitment, preparation, hard work, resilience, and the ability to view opportunities and obstacles through different lenses.
It comes from each of us. It comes from you.
In The Big Picture series, we’re exploring what extraordinary means to you now—and could mean in the future. Discover how each of us can define, build, and deliver extraordinary service and results.
DEFINING YOUR EXTRAORDINARY BUSINESS
How do you define extraordinary for yourself and your business?
The meaning of extraordinary is as unique as you are. What’s your passion? What motivates you? What challenges do you face, and what solutions do you offer?
For some, extraordinary might be defined by numbers only, and for others it might be defined by client satisfaction, employee culture, day-to-day work experiences, overcoming challenges, creating a legacy, and more.
In the first part of this The Big Picture series, we hear from advisors like you, industry experts, and LPL leaders about how they define extraordinary.
“I would dream of a firm that put people's lives at the center of what we did and focused on financial planning—not just selling them things. And manage money in a way that really fits what they were trying to accomplish in a very synchronistic and systemized kind of manner—where I didn't have to sell them anything. So I did that very much with intention.”
SHAWN DUNNIGAN, MBA, CFP®
DUNNIGAN FINANCIAL GROUP
BUILDING YOUR EXTRAORDINARY BUSINESS
How do you build extraordinary for yourself and your business?
Building extraordinary experiences and outcomes is easier said than done—which is why they are extraordinary.
How do extraordinary leaders create the best outcomes for their clients—and attract new clients along the way? How do they optimize their own time and responsibilities, inspire and motivate their staff, and build a great team? Finding the right balance of answers to these (and other) questions is critical in the quest for extraordinary.
We explore answers to these questions in the second part of The Big Picture series, Building Your Extraordinary Business.
“I'm not a teacher. I'm not a nurse. But I do educate and take care of people. I'm a financial advisor. That's what it's all about for me. It's about helping people make good decisions by educating them on their options, helping implement that plan, and then take care of the plan, so that it's there for them when they're going to need it.”
MARY PASCARELLA, CFP®
PERENNIS FINANCIAL PLANNING, LLC
DELIVERING YOUR EXTRAORDINARY BUSINESS
How do you deliver extraordinary?
Defining and building are the foundations for the third ingredient of any extraordinary business: delivery.
Without the ability to deliver an extraordinary business experience to your clients, it may stagnate and crumble, becoming extraordinary for all the wrong reasons. At LPL, we’re committed to learn from you, our advisors, so that we can provide the support you need.
Hear LPL Leaders discuss the evolution of the industry and our strategy to meet those changing needs. Why technology is a key enable to extraordinary. And a fellow advisor’s approach to delivering extraordinary for their clients.
How do you deliver extraordinary? Share your ideas and your method on how to deliver extraordinary for yourself, your business, and your clients with the LPL Newsroom.
“I'll give you the short version of our value proposition, which is simply stated, ‘Live well, do good.’ It’s something that we really pride ourselves in, in helping our clients live well, but also be able to do good for themselves and the world at the same time. Even if it's not financially related.”
ANH TRAN, CFP®, ESQ.
The views and opinions expressed by the LPL Financial Advisor(s) are as of the date of the recording. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The Advisor firms mentioned and LPL Financial are separate entities. Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.