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LPL gets the question from Wall Street analyst: How much more can you squeeze from your financial advisors?

The broker-dealer's CFO pointed to a 65% chunk of time not used to prospect or service clients

Author Brooke Southall February 18, 2014 at 9:49 PM
no description available
Dan Arnold: The advisor today spends roughly 35% to 40% of their time on prospecting for acquiring new assets or working with existing clients.

Dan Inveen


Mark Tibergien


Dan Arnold


Devin Ryan



June 26, 2014 — 9:48 AM

Following getting ready for the true Apple 9L0-403 exam, you will get the celebrated ACSP certification. You will end up sustaining medium laptop networks utilizing the Mac OS X server and will build trustworthiness towards your consumers and businesses right after becoming an Apple Qualified Assist Specialist (ACSP) 10.6. Apple Equipment – Critical for the Apple iPod



June 26, 2014 — 11:13 AM

Disneyland in California began by owning an section of 160 acres escalating to the present dimensions 300 acres. Sadly, the amusement park sits within the center of a designed place devoid of any space to grow on.

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April 2, 2024 at 1:28 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 at 2:18 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

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