We are thankful to have had so many meaningful discussions with LPL Advisors about partnership, growth, and innovation during our flagship Focus 2018 conference held July 29-July 31 in Boston. Here at LPL Research, we continue to be humbled by the opportunity to partner with and serve LPL Advisors.
We are excited to share some of our favorite tweets from the conference, beginning with highlights from our Managing Director, Investor and Investment Solutions and Chief Investment Officer Burt White’s mainstage presentation in front of more than 6,000 people:
Shariden Consulting & Wealth Management, LLC , based in Baltimore, MD, commented on the need to adapt and act:
Nicholas Rios of Financial Strategies Group in Sunrise, Florida featured a powerful quote that resonated for many advisors at LPL Focus:
Symbio Financial Partners based in La Jolla, CA looked ahead to returning home and serving their clients with new ideas:
From the main stage to the booths, LPL Advisors were able to gain insights and ideas from the firm’s leaders.
Brent Keith of the First Bank of Owasso in Owasso, OK was one of many LPL Advisors who spent time with Chief Investment Strategist John Lynch and the LPL Research team discussing how to continue to best serve clients with investment advice and solutions:
LPL Research is always striving to innovate and identify more effective ways to communicate with LPL Advisors. This year the team introduced a new podcast at Focus 2018 and invited advisors to experience it live:
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 2018 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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