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LPL Financial tosses its sales pitch to 7,000 in its HQ city of Boston

The only constant for LPL is Mark Casady and change as the broker-dealer slogs to the far shore from the 'messy middle'

Author Sanders Wommack July 30, 2015 at 9:49 PM
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Tech boss Victor Fetter claimed LPL had effected 1,500 improvements in its technology this year, many regarding its tee-up of ClientWorks.

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LPLost

LPLost

July 30, 2015 — 10:50 PM

I can’t believe I friggin spent over $2,000 to go watch this dog and pony show. For that kind of money, I probably could have bought my own candy store. The firm could have sent out email bulletins and given us everything we needed to know. Bernanke made some money by “gracing” us with his interview, Branson was mildly entertaining but not stellar, and everything else was just a bunch of rah-rah BS. What a crock of dog rockets. I was hoping to hear how the firm was going to do something to inform the American public that LPL was a great financial firm, but there are apparently no plans to even attempt something like that. At least some of my colleagues got laid. I even had to buy my own drinks. Time to go firm shopping.


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

LPL makes 'Sixth Sigma black belt' ex-wirehouse counsel its chief legal officer, right after purchasing another full service broker. LPL says there is 'no connection,' and she was poached from Google

The Fort Mill S.C. broker dealer added Crown Capital Securities' captive brokers in Orange County, and is hiring Althea Brown, fresh off 11 years at Google

July 28, 2023 at 3:11 AM

See more related moves

Mentioned in this article:

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



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