Top Tweets From Focus 2017

We had so many meaningful discussions with LPL advisors about accelerating their success during our flagship Focus 2017 conference held July 30–August 2 in Boston. The Research team continues to be humbled by the opportunity to partner with and serve LPL advisors, and we’re excited to share some of our favorite tweets from the conference. First up are some thoughts centered around our Managing Director, Investor and Investment Solutions and Chief Investment Officer Burt White’s mainstage presentation:

Anthony Reynolds of CoreTegic Capital in Cedar Rapids, IA shared themes from Burt White’s colorful presentation:

Don Patrick of Integrated Financial Group in Atlanta, GA highlighted one of the many ways Burt White simplifies complex market concepts:

Richard Dragotta of Independent Network of Consultants & Advisors in Paramus, NJ made a connection between meaningful themes shared by Burt White and Bert Jacobs, CEO of The Life Is Good Company:

Jonathan Bednar of Paradigm Wealth Partners in Knoxville, TN reflected on a theme highlighted in Burt White and Bert Jacobs’ presentations―and throughout the conference:

Richard Riva shared an insight inspired by Burt White’s mainstage presentation via a pinned announcement to his Twitter profile:

In addition to messages from LPL leadership, we were excited to reconnect with LPL advisors and share some of the Research team’s best practices. Christi Staib of Silver Sail Wealth Advisors in Dallas, TX captured the spirit of partnership in a tweet about one of the Research team’s panels:

Merle DiVita of Sequential Financial Designs in Ventura, CA  captured how the Research team supports LPL advisors:

The Research team enjoyed talking markets, the economy, and investments with LPL advisors throughout the conference. Grant Glenn of Coordinated Financial Services, Inc. in Denver, CO shared insights from LPL Research’s Midyear Outlook 2017: A Shift in Market Control presentation:

Although LPL advisors are typically the focal point of the monthly social media themed blog post, we wanted to share this tweet from LPL for those who were not at the conference. Check out @LPL for videos of Burt White’s mainstage presentation with insights that resonated with LPL advisors:

As always, LPL Research values the opportunity to hear from LPL advisors. We invite you to join our daily discussions and check out @LPLResearch for more Focus 2017 insights.


The economic forecasts set forth in the presentation may not develop as predicted.

The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security.

This research material has been prepared by LPL Financial LLC.

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