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Friday, July 28, 2017

Previewing LPL Focus 2017

News summary by MFWire's editors

Dan Arnold and his team are bringing thousands of FAs (and fundsters, LPL employees, other FA allies, and families) back to Beantown over the next few days.

This weekend the LPL folks will kick off LPL Focus 2017, Arnold's first Focus conference as CEO of the Boston- and San Diego-based independent broker-dealer. (He took over as CEO in January.) The Boston Convention and Exhibition Center expects about 7,000 people to attend the five-day event, and FAs and other attendees will be staying in at least a dozen hotels in downtown Boston and the Seaport District.

The pre-conference begins tomorrow with an all-day, hands-on technology training session and continues with other pre-conference workshops on Sunday, including the "Focus on Women Advisors Forum." On Sunday afternoon, the LPL Financial Foundation will team up with City Year Boston and Crossroads for Kids for a volunteer leadership development activity, mentoring and supporting ninth grade students and assembling school supply kits.

The main conference begins Sunday night with a welcome reception and concert featuring pop star Kelly Clarkson. The conference sessions will begin Monday morning and continue through mid-day on Wednesday. Featured speakers scheduled to take the main stage include: marketer Seth Godin; Lori Greiner, the "Warm-Blooded Shark" of Shark Tank fame; CBS Boston anchor Lisa Hughes; and Bert Jacobs, co-founder and CEO of the Life is Good Company. Arnold himself will also speak, as will several other senior LPL executives, including: Rob Pettman, executive vice president of product and platform management; Matt Enyedi, executive vice president of national consulting and marketing; Andy Kalbaugh, managing director and divisional president of national sales and consulting; and Dimple Shah, executive vice president of strategy.  

Edited by: Neil Anderson, Managing Editor


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