Each year, the top 100 fee-based advisors come together to review client management techniques, prepare for industry changes and share ideas with peers to improve their practices. In this forum attendees explore successful business models and strategies in critical advisory disciplines, including high-net-worth solutions, client experience, and more.
Thomas Graham, AIF, ChFC, Summit Financial president, attends the LPL Financial Masters Conference, an event hosted for top-performing advisors of LPL Financial, the nation’s largest independent broker/dealer and a leader in the retail financial advice market.
The annual advisor event is an educational forum for qualifying advisors and includes presentations and breakout sessions moderated by LPL leaders and strategic partners. It also provides financial advisors the opportunity to network and share ideas with their industry peers. “It is an honor to be able to participate in this prestigious industry event,” said Graham “Attending the LPL Masters conference is a wonderful opportunity to be able to expand and enrich the level of service and experience I can provide to my clients.”
The relationship between Summit Financial and LPL Financial provides many opportunities to inspire performance and explore valuable insights that benefit our loyal clients.
