LPL Financial Celebrates its Growing Network of Women in Wealth Management
LPL Financial hosted its sixth annual Achieve conference in Washington, D.C., highlighting significant growth in its women advisor network. The firm now boasts over 5,400 registered female representatives, marking a 10% increase from the previous year with 547 new female advisors joining in 2024.
During the conference, CEO Rich Steinmeier emphasized the importance of women's perspectives in providing personalized financial advice. The event featured Capitol Hill tours, meetings with lawmakers, and a keynote speech by negotiation expert Alex Carter.
A key highlight was the recognition of 20 Rising Stars, women financial advisors and program managers demonstrating accelerated business growth and leadership potential. The Rising Star program, launched in 2018, celebrates next-gen leaders in high-performing practices, programs, or institutions.
LPL Financial ha ospitato la sua sesta conferenza annuale Achieve a Washington, D.C., evidenziando una crescita significativa nella sua rete di consulenti donne. L'azienda conta ora oltre 5.400 rappresentanti femminili registrate, segnando un aumento del 10% rispetto all'anno precedente con 547 nuove consulenti femminili unite nel 2024.
Durante la conferenza, il CEO Rich Steinmeier ha sottolineato l'importanza delle prospettive femminili nella fornitura di consigli finanziari personalizzati. L'evento ha incluso tour del Campidoglio, incontri con i legislatori e un discorso principale dell'esperto di negoziazione Alex Carter.
Un momento chiave è stata la riconoscenza delle 20 Rising Stars, consulenti finanziari donne e manager di programma che dimostrano una crescita aziendale accelerata e potenziale di leadership. Il programma Rising Star, lanciato nel 2018, celebra i leader della prossima generazione in pratiche, programmi o istituzioni ad alte prestazioni.
LPL Financial llevó a cabo su sexta conferencia anual Achieve en Washington, D.C., destacando un crecimiento significativo en su red de asesores femeninos. La firma ahora cuenta con más de 5,400 representantes femeninas registradas, lo que marca un aumento del 10% respecto al año anterior, con 547 nuevas asesoras incorporadas en 2024.
Durante la conferencia, el CEO Rich Steinmeier enfatizó la importancia de las perspectivas de las mujeres para proporcionar asesoramiento financiero personalizado. El evento incluyó recorridos por el Capitolio, reuniones con legisladores y un discurso magistral del experto en negociación Alex Carter.
Un punto destacado fue el reconocimiento de las 20 Rising Stars, asesoras financieras y gerentes de programa que demuestran un crecimiento empresarial acelerado y potencial de liderazgo. El programa Rising Star, lanzado en 2018, celebra a los líderes de próxima generación en prácticas, programas o instituciones de alto rendimiento.
LPL Financial는 워싱턴 D.C.에서 제6회 연례 Achieve 회의를 개최하여 여성 자문 네트워크의 눈에 띄는 성장을 강조했습니다. 이 회사는 현재 5,400명의 여성 대표를 보유하고 있으며, 이는 지난해 대비 10% 증가한 수치로 2024년에 547명의 신규 여성 자문이 추가되었습니다.
회의 동안 CEO 리치 스타인마이어는 개인화된 재정 조언 제공에서 여성의 관점의 중요성을 강조했습니다. 행사에서는 국회의사당 투어, 입법자들과의 회의, 협상 전문가 알렉스 카터의 기조 연설이 포함되었습니다.
주요 하이라이트 중 하나는 비즈니스 성장과 리더십 잠재력을 보여주는 여성 재정 자문 및 프로그램 관리자인 20 Rising Stars의 인정이었습니다. 2018년에 시작된 Rising Star 프로그램은 성과가 높은 실무, 프로그램 또는 기관에서 다음 세대의 리더를 축하합니다.
LPL Financial a organisé sa sixième conférence annuelle Achieve à Washington, D.C., mettant en avant une croissance significative de son réseau de conseillères. L'entreprise compte désormais plus de 5 400 représentantes féminines enregistrées, soit une augmentation de 10 % par rapport à l'année précédente, avec 547 nouvelles conseillères rejoignant en 2024.
Lors de la conférence, le PDG Rich Steinmeier a souligné l'importance des perspectives féminines pour fournir des conseils financiers personnalisés. L'événement a inclus des visites du Capitole, des réunions avec des législateurs et un discours d'ouverture de l'expert en négociation Alex Carter.
Un point fort a été la reconnaissance de 20 Rising Stars, conseillères financières et gestionnaires de programme faisant preuve d'une croissance commerciale accélérée et d'un potentiel de leadership. Le programme Rising Star, lancé en 2018, célèbre les leaders de la prochaine génération dans des pratiques, programmes ou institutions à haute performance.
LPL Financial veranstaltete die sechste jährliche Achieve-Konferenz in Washington, D.C., die ein signifikantes Wachstum in ihrem Netzwerk von weiblichen Beratern hervorhob. Das Unternehmen kann jetzt über 5.400 registrierte weibliche Vertreter vorweisen, was einen Anstieg von 10 % im Vergleich zum Vorjahr bedeutet, mit 547 neuen weiblichen Beratern, die 2024 hinzugekommen sind.
Während der Konferenz betonte CEO Rich Steinmeier die Bedeutung der Perspektiven von Frauen bei der Bereitstellung personalisierter Finanzberatung. Die Veranstaltung beinhaltete Touren durch das Capitol Hill, Treffen mit Gesetzgebern und eine Hauptrede des Verhandlungsexperten Alex Carter.
Ein wichtiges Highlight war die Anerkennung von 20 Rising Stars, weiblichen Finanzberatern und Programmmanagern, die beschleunigtes Unternehmenswachstum und Führungspotenzial zeigen. Das 2018 ins Leben gerufene Rising Star-Programm feiert die Führungskräfte der nächsten Generation in leistungsstarken Praxen, Programmen oder Institutionen.
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Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals
SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only leadership conference for LPL’s growing community of women advisors. During the conference, the company announced significant progress in expanding its network of women advisors, reflecting the breadth of its affiliation models that provide ideal fits for women advisors who are starting, scaling and succeeding in the industry.
With over 5,400 registered representatives who identify as women, LPL is significantly outpacing other firms. This achievement underscores LPL’s commitment to nurturing female talent in finance. In 2024, the firm has welcomed 547 new female advisors, increasing its total number of women advisors by
At the conference, LPL Financial Chief Executive Officer Rich Steinmeier reiterated the firm’s commitment to supporting the continued success of this expanding network, noting, “Our industry is much better served when more women become advisors and bring their unique perspectives to building long-term client relationships through personalized financial advice. At LPL, we’re proud to support the largest network of women advisors, championing their success and fostering a community that thrives together in every life stage of their business.”
In addition to sessions on wealth management and business development, Achieve attendees toured Capitol Hill and met with lawmakers, heard from keynote speaker and negotiation expert Alex Carter, and celebrated LPL’s 2024 cohort of Rising Stars. Launched in 2018, LPL Financial’s Rising Star program recognizes women financial advisors and program managers who are delivering accelerated business growth and are next-gen leaders in a high-performing practice, program or institution. The following 20 women were honored at Achieve:
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker dealer, member FINRA/SIPC.
LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
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