As we head into the end of the year, it’s the perfect time for advisors and their clients to connect, reflect on what’s worked, and start planning for what’s next.​ In the spirit of financial planning season tune in as LPL advisor, Sandy Schultz, shares one thing she would do as a result of her passion. That one thing is her what if you could moment. ​ If an annual review with your advisor isn’t on the books yet, perhaps Sandy’s #WhatIfYouCould wish is the inspiration to take the next step? Watc

Meet the Strategic & Tactical Asset Allocation Committee (STAAC) → https://ow.ly/oaHg50PPI32 From providing a united investment outlook across a diverse range of disciplines to managing model portfolios and more, the results speak for themselves. | LPL Financial

We want to make it easier for advisors to expand the advice they provide. At #LPLFocus, we caught up with Aneri Jambusaria, EVP of LPL Strategy, New Ventures & Analytics, inside LPL Labs where she shared why we believe financial planning is a great foundation for providing advice on an expanded set of topics. | LPL Financial

During #LPLFocus, Melissa Williams, SVP of LPL Product Management, highlighted the efficiencies we’re adding to the solutions #LPLAdvisors offer their clients, enabling investors to consolidate more with their advisors. | LPL Financial

Behind every great financial journey is an advisor who asks: #WhatIfYouCould? At #LPLMasters, we honored our top financial advisors who truly stood out because of their extraordinary work and commitment to client success. This recognition event brought them together to explore this powerful question and discover how to deliver even better experiences for their clients. Congratulations to these advisors on their success! | LPL Financial