Broker-Dealers

lpl financial focus

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

Craig Iskowitz  Broker-Dealers, Interviews, Podcasts  ,

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

Craig Iskowitz  Broker-Dealers, Interviews, Podcasts  , , , , , , , , , ,

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]