LPL Financial Hosts Virtual Women’s Conference Throughout October

Rhea-AI Summary

LPL Financial has announced its annual Women's Conference, titled Women Lead: eForum, transitioning to a virtual format to accommodate more participants. Originally a gathering of 150, this year’s event features nearly 700 registered attendees and runs until October 30. The conference includes various sessions led by LPL executives and keynote speakers, focusing on networking and professional development. A unique allies program invites male allies to participate, promoting inclusion in an industry traditionally dominated by men.

Positive

• Increased accessibility with nearly 700 attendees compared to previous years' 150.
• Focus on professional development and networking through diverse sessions and on-demand content.
• Launch of an allies program aimed at fostering inclusivity.

Negative

• None.

CHARLOTTE, N.C., Oct. 13, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, today announced that the firm is hosting its annual women’s conference virtually and has opened up what was once a gathering of approximately 150 women into a free event for the entire network of women advisors, program managers and licensed sales assistants affiliated with LPL. Women Lead: eForum began last week and continues through Oct. 30, with nearly 700 attendees registered to participate.

“LPL is committed to supporting growth and fostering connections between our advisor communities,” said Bethany Bryant, president of The Private Trust Company, a corporate affiliate of LPL Financial, and executive sponsor of LPL’s women community. “Our advisors look forward to the annual Women Advisors Leaders Forum each year, and it’s also a favorite event of mine. We saw the benefit of engaging our community of advisors virtually during this year’s annual Focus all-advisor conference. We took those learnings and applied them to our women’s conference. We are thrilled to be able to connect with more of our women advisors with this virtual format. And we hope that the month-long schedule affords advisors the chance to participate in bite-sized sessions while maintaining an ability to balance the day-to-day needs of running their practices.”

The conference features daily general and breakout sessions, featuring LPL executives, advisors, home office employees and sponsors, as well as weekly keynote speakers. This year’s conference also features “Quick Byte Learning” sessions, which are fifteen minutes or less. This short-form content series will be available on-demand. Networking opportunities are embedded throughout the event with interactive Q&A in all keynotes and breakout sessions, as well as networking and peer-to-peer learning opportunities, including advisor discussions and executive coffee chats with LPL leadership.

This year’s conference also launches an allies program. Women can invite a male ally to participate in the conference to help demystify what a women’s conference is and to learn how they can support women advisors in their business. “We understand that we can’t move the needle in the industry without involving men in the conversation as champions,” said Bryant. “In an industry that is predominantly male, we hope that giving men a seat at our table can encourage inclusion and create more support and understanding for the women who bring tremendous value to their clients and our industry.”

This is the second virtual conference that LPL has held in 2020, following its annual Focus conference, which hosted over 13,000 total attendees digitally in August.

About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

Securities and Advisory services offered through LPL Financial LLC, a registered investment advisor. Member FINRA / SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Media Contact:
Lauren Hoyt-Williams
980-321-1232
Lauren.Hoyt-Williams@lpl.com

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FAQ

What is LPL Financial's Women Lead: eForum?

It is LPL Financial's annual Women's Conference, now held virtually, allowing greater participation.

When does the Women Lead: eForum run?

The event runs until October 30.

How many attendees are registered for the Women Lead: eForum?

Nearly 700 attendees are registered for this year's conference.

What is the purpose of the allies program at the Women Lead: eForum?

The allies program encourages male allies to participate, promoting understanding and support for women advisors.

What types of sessions are included in the Women Lead: eForum?

The conference includes general sessions, breakout sessions, and 'Quick Byte Learning' sessions.