WATERVILLE, Maine — Bert Languet from Golden Pond Wealth Management recently attended focus 2014, a leading financial services industry conference hosted by LPL Financial.
Held in San Diego, Aug. 10-13, focus 2014 was one of the industry’s premier sales and education events for financial professionals. More than 6,000 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Jim Collins, management expert and best-selling author; Bob Woodruff, one-time ABC World News Tonight co-anchor who was seriously injured by a roadside bomb while reporting in Iraq, and his wife, Lee; and Tim Pawlenty, CEO of
Financial Services Roundtable and former governor of Minnesota.
“Attending focus 2014 provided an outstanding opportunity for me to attend a variety of business sessions, technology training workshops and continuing education classes to stay well-informed of financial trends and industry best practices,” says Languet, in a company press release. “In addition, I discovered strategies to continually improve my communication and engagement with my clients.”
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. , is a leader in the financial advice market and serves $465 billion in retail assets. The company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more han 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $78 billion in retail assets served (as of June 30, 2014), and acts as
an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.