LPL Financial

What if the overlapping circles of the financial services Venn diagram began to merge into one? Where insurance providers, asset managers, and wealth management firms work in harmony for the benefit of clients. We're witnessing a transformative shift. Traditional industry boundaries are blurring, paving the way for a more integrated approach to financial services. The key implications include: • Development of holistic, cross-sector solutions • Acceleration of product innovation through collaborative efforts • Streamlined access to diverse financial instruments and strategies Curious about the potential impact on your practice? Joanna Kanakis, SVP, Institution Business Development and head of Product Manufacturing, dives deeper in our Institution Insights blog → https://bit.ly/3Z2NN2T

Nobody will remember: - Your salary - How "busy you were" - How many hours you worked People will remember: - The trust you built with clients - How you didn't know what "LPL" stood for - How you helped them achieve their financial goals

What happens when military precision meets financial expertise? Today, we're witnessing a powerful alliance as over 30 financial advisors from Academy Financial, Inc. and PFG Advisors join forces. This partnership brings together two respected firms with a shared commitment to client service. Founded by U.S. Military Academy graduate Harry Horn, Academy Financial has built its reputation on integrity and professionalism since 1992. They're now joining forces with PFG Advisors, known for their comprehensive financial planning approach. Together under the Academy banner, this combined team offers a wide range of expertise, from innovative wealth strategies to business succession planning. By choosing LPL, they're enhancing their ability to deliver personalized financial advice with improved tools and capabilities. Learn more about Academy's growth story → https://bit.ly/4fUZhLO

And that's a wrap on #LPLFocus! Three days ago, we welcomed you to San Diego; now, we bid farewell. Join Bobby Remis for one last tour of the incredible journey we've shared. From mainstage moments to networking and everything in between, you've embraced every opportunity to grow, learn, and connect. Thank you for making this an unforgettable experience. 📅 Mark your calendars for August 10-13, 2025 – Focus returns to San Diego! P.S. We've got more Focus content for you over on Instagram (@lpl_financial). Check it out!

And just like that, an incredible finale to our #LPLFocus – inspiration, innovation, and connection. Thank you for making this event an unforgettable experience. We can't wait to see how you'll put these insights into action.

Success isn't just about numbers—it's about empowering people. At #LPLFocus, we're redefining what it means to support financial professionals and the millions of families they serve. Highlights from our game-changing announcements: • New Payroll and HR Solutions: Because great talent deserves great support • Tech Consulting Service: Optimizing technology to enhance client experiences • Chief Investment Officer Service: Bringing expert insights directly to advisors • Personalized Growth Coaching: Fast-tracking success with tailored programs • Expanded Marketing Solutions: Amplifying advisors' voices in a digital world • LPL Capital Partners: Supporting growth, liquidity, and succession planning "We have an incredible opportunity in wealth management to deliver sound advice and contribute to local economies, support communities, and inspire the next generation," says Aneri Jambusaria, managing director, Business and Wealth Solutions. Want to see how we're shaping the future of financial advice? Dive deeper → https://bit.ly/4fI3qTa

What a day! #LPLFocus kicked off with a bang, and we're still buzzing from all the energy. Missed anything? Watch our recap. Remember, this is just the beginning. Get some rest tonight, because day 2 promises to be even more exciting! Check out Instagram (@lpl_financial) for even more behind-the-scenes coverage and exclusive content you can't get anywhere else.

The future of finance isn't just being discussed—it's being built, right here, right now. Welcome to Day 2 of #LPLFocus where financial advisors and industry professionals are turning ideas into action.   The San Diego Convention Center is a hive of innovation, with thousands of financial professionals experiencing LPL's broad portfolio of offerings as well as learning from leading partners in financial technology, services and products. Today we are talking wealthtech, AI, cybersecurity for advisors and enhancements to our Model Wealth Portfolios (MWP) platform. Learn more → https://bit.ly/3SMNftM

You've arrived, you're here, and wow, does San Diego look good on you! 😎 For the next three days, join us over on Instagram (@lpl_financial) as we dive into our annual flagship conference. Bobby Remis is your onsite guide, helping you navigate all things #LPLFocus. Got a burning question? Drop it in the comments below! 👇

Imagine a place where the future of financial advice unfolds before your eyes. Where ideas spark, connections ignite, and innovation thrives. Welcome to #LPLFocus, kicking off today in San Diego.    For three dynamic days, industry professionals will immerse themselves in cutting-edge insights and game-changing strategies that will empower them to provide great advice to their clients and run thriving businesses. With 200+ sessions, a tech-filled expo, and inspiring talks from Apolo Ohno and Jon Dorenbos, we're not just discussing change – we're driving it.    Peek behind the curtain and discover how we're empowering the future of wealth management → https://bit.ly/4dj0smu