ENGAGE2023 is in the books! Here are some of the highlights. #banks #creditunions #wealthmanagement
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Thrilled to share that Atria Wealth Solutions has officially joined forces with LPL Financial! This partnership marks the beginning of a new era for our credit unions and community banks, ensuring we continue to provide unparalleled service and support to financial institution wealth management programs.
We are excited to announce that Atria Wealth Solutions is now officially part of the LPL Financial family! This new chapter is a testament to the incredible journey we've had and the bright future that lies ahead. We look forward to the expanded opportunities and continued growth this partnership will bring to our financial institutions, financial professionals and their clients and members.
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Congratulations Barbara!
As we head into the long holiday weekend, we wanted to take a moment to recognize an outstanding individual who truly embodies the spirit of Atria. At ENGAGE2024, our event for the Financial Institutions Channel earlier this month in San Diego, we were thrilled to announce Barbara Lippie as the recipient of the 2024 Excellence Award! Brian Bichler, Kevin Mummau and Melissa Thomas honored Barbara for her exceptional dedication to service and commitment to enriching relationships with our clients. Here are just a few of the words used to describe Barbara in the nominations we received: 💬 "...looks out for and anticipates the needs of our #creditunion in ways that we are not able to see." 💬 "...goes above and beyond to help our team out and makes sure we have all the resources and information we need to succeed as a firm." 💬 "...strives for excellence, provides exceptional support, jumps into issues, provides solutions and tracks and maintains follow-up. She is well deserving of this nomination." Please join us in congratulating Barbara on this well-deserved recognition! And we look forward to announcing the Excellence Award winner for our Independent Channel at ENGAGE2024 in Washington, D.C., next month! #Excellence #ENGAGE2024 #FinancialInstitutions #ClientsFirst
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#ENGAGE2024 is a wrap! Thank you to all the speakers, partners and attendees who made the last few days truly unforgettable. #wealthmanagement Atria Wealth Solutions Beau Kelley Jonah Kaufman Tony Fox, AAMS, MBA Erik Wahl
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“What drives the economy forward isn’t the President, it’s the entrepreneur.” “It’s important to have a financial advisor because it’s so easy to allow our own politics to influence our investing.” Franklin Templeton’s Stephen Dover, First Trust's Strider Elass, Aristotle Pacific Capital's Dominic Nolan, CFA, and T. Rowe Price's James Norungolo, CFA, joined Atria Wealth Solutions' John Picone for a timely Economic Panel on the #ENGAGE2024 mainstage today to discuss the recent market volatility and their economic outlook. #wealthmanagement #economy
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"Financial literacy is the key to financial planning longevity" “About 90% of financial professionals are underutilizing LinkedIn” “At the end of the day, our clients need to trust us” These are just a few of the insightful remarks from our Practice Management Panel today on the #ENGAGE2024 mainstage. Thank you Franklin Templeton's Barry Kruse, Sammons Financial Group Companies's Kylie Murray, AssetMark's Tricia Brady (Mahoney) and Delaware Life Insurance Company, A Group 1001 Company's Anders Smith for bringing your wise words to #ENGAGE2024! #wealthmanagement Atria Wealth Solutions
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Rich Steinmeier, Kirby Horan-Adams, CFA and @Matthew Enyedi kicked off #ENGAGE2024 on the mainstage with a Fireside Chat about Atria Wealth Solutions' place in LPL Financial's strategic plan, opportunities in the Financial Institutions Channel, and our exciting future together. More highlights from the first day of ENGAGE2024 content: ▪ Keynote Vernice "FlyGirl" Armour ▪ The LPL Advantage for Financial Institutions ▪ Our first day of engaging and actionable breakouts
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We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024! #wealthmanagement Sorrento Pacific Financial
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#ENGAGE2024 roared to life with a full day at the San Diego Zoo! Our annual conference continues today on the mainstage with tons of great insight, strategies and opportunities to connect. #atriawealthsolutions #wealthmanagement
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Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork
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General Manager, Advisors @ Trust & Will I Modern estate planning solution for financial advisors
1yGreat event! The breakout sessions were super valuable.