Held in San Diego, CA, LPL Focus 2016, is LPL’s premier education, growth, and networking event for financial advisors and institutions. With over 6,000 attendees all affiliated with LPL Financial, the conference is one of the largest of the year.
Marcy and Tonita traveled to San Diego on August 20th and spent the next four days attending breakout sessions, listening to industry leading speakers, and networking with both old and new friends.
Favorite parts of the conference included the Women’s Advisor Forum, listening to actor Will Smith, and hearing about the upcoming election from political news commentators, Tucker Carlson and Paul Begala.
On Sunday, Marcy and Tonita spent the day at the Women’s Advisor Forum, where they had the opportunity to learn about value adding practices to better serve clients. They ended the day listening to Carey Lohrenz, the first female F-14 Tomcat Fighter Pilot in the U.S. Navy. Carey’s timely message about high performing teams and developing a culture of learning based on the best-practices of high reliability organizations, in addition to sharing her experiences as a pilot, was a highlight of the conference for both Marcy and Tonita.
Monday and Tuesday consisted of a variety of general sessions and breakout sessions with a wide range of topics including the election, the Department of Labor ruling, and using new technology platforms.
The conference provided motivation, inspiration and countless learning opportunities for the duo and they look forward to implementing those practices here at Vision Wealth Management Inc.!
Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week's market events and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA®, LPL Financial Chief Market Strategist. Weekly Market Commentary