Learn the Secret Behind Why 4,000 Advisors Attended the LPLFocus 2019 Conference

lpl financial focus

This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast!¬† I was only able to make it to Day 3, but there was more than enough jam-packed into those eight hours to keep me busy writing an entire blog post about it. There are so many conferences in […]

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

lpl financial focus

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]

16 Knockout Concepts from the InVest Conference 2019

Invest 2019 Conference

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher¬†(1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

5 Foolproof Tactics for a Successful CRM Implementation

CRM Implementation Strategy

“What I found over the years is the most important thing is for a team to come together over a compelling vision, a comprehensive strategy for achieving that vision, and then a relentless implementation plan.” — Alan Mulally, Former CEO Boeing, Former CEO Ford Motor Company I was fortunate to hear Alan Mulally speak earlier […]

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

artificial intelligence in finance

“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]