Congratulations to our advisor Joe Garrett who recently participated in the LPL Advisory Leaders Forum on the campus of UCLA in Los Angeles. The Advisory Leaders Forum is an invitation event that provides top advisory advisors with a choice opportunity to immerse themselves in an academic setting to learn from their peers, top academia, and industry experts. This year’s event revolved around the theme of the Entrepreneurial Mindset: Looking through the lens of a business leader rather than a busy advisor, new business development, and streamlining operations using technology to provide superior service and scalability.
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1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
