Earlier this month, Dave, Jim, and I spent a few days in San Diego at Focus, LPL Financial’s annual conference and the largest gathering of independent financial advisors in the country. LPL is the custodian for the majority of our clients’ assets and provides the technology we use every day to serve you.
One of the highlights was hearing from Anna Kendrick, the face of LPL’s first national ad campaign. She asked a simple but powerful question: “What if you could?” You can watch the new commercial here.
Throughout the conference, we explored that question in our work, sharing ideas with other advisors and attending sessions on changes to tax law, the current state of the economy, and learning about new tools that can help us serve you more effectively. By looking at what is possible and staying adaptable, we are better equipped to help you reach your financial goals.
And yes, we enjoyed some of San Diego’s famous tacos along the way. The event wrapped up with a live performance by Maroon 5, leaving us inspired and ready to put what we learned into action. Please enjoy some pictures from throughout the conference.
