“I was highly impressed by the changes that LPL has made in recent years, especially in terms of all the innovative technology.” - Justin Souma

“I was highly impressed by the changes that LPL has made in recent years, especially in terms of all the innovative technology.” - Justin Souma

“By aligning with LPL and INC Advisors, we can make use of a wide variety of resources, ones that can help us build our practice and ultimately enhance the way we serve our clients.” – Ed Walker

Held virtually for the first time ever, conference draws record registrations.

Check out these tips for better questions financial professionals should be asking their clients as a way to build trust and become more successful.

The final day of LPL’s annual advisor conference culminated with Managing Director and Chief Investment Officer Burt White taking advisors on LPL’s journey to enhance the advisor and investor experience. Executive Vice President Rob Pettman breaks down Burt’s presentation, and S...