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LPL shows flashes of its new image at Financial Masters 2013

Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market

Author Guest Columnist Joan Khoury March 19, 2013 at 7:34 PM
no description available
Andy Kalbaugh and Derek Bruton do a takeoff of an ESPN sports show called “Pardon the Interruption.”


Elmer Rich III

Elmer Rich III

May 20, 2013 — 7:55 PM

Sounds like a very smooth promotional set of presentations to institutional investors. Good job that. So this sounds like a well organized and funded strategy for our market. Doesn’t seem like any important area is left out. Will be interesting to see the results.

Wonder what/where “...the richer areas of the brain…” are? We question whether marketing speak is appropriate for B2B and financial services, e.g. notions of brand, consumer feedback, etc. — financial services are about as far away from “soap” as anyone can get.

Anony Muss

Anony Muss

March 5, 2014 — 11:32 PM

Those guys must be selling a lot of high-commisssion insurance….

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LPL Financial
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