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LPL gets the question from Wall Street analyst: How much more can you squeeze from your financial advisors?

The broker-dealer's CFO pointed to a 65% chunk of time not used to prospect or service clients

Author Brooke Southall February 18, 2014 at 9:49 PM
2 Comments
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Dan Arnold: The advisor today spends roughly 35% to 40% of their time on prospecting for acquiring new assets or working with existing clients.

Dan Inveen

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Mark Tibergien

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Dan Arnold

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Devin Ryan


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June 26, 2014 — 9:48 AM

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June 26, 2014 — 11:13 AM

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Related Moves

October 3, 2024 at 3:08 AM

Dan Arnold steps down as LPL CEO, under a cloud, effective immediately; Steinmeier steps in as interim CEO

Well-regarded, Steinmeier has been LPL's go to player, after he was promoted to chief growth officer in May

October 1, 2024 at 8:42 PM

Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?

With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.

April 2, 2024 at 1:28 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

See more related moves

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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