As we head into the end of the year, it’s the perfect time for advisors and their clients to connect, reflect on what’s worked, and start planning for what’s next.​ In the spirit of financial planning season tune in as LPL advisor, Sandy Schultz, shares one thing she would do as a result of her passion. That one thing is her what if you could moment. ​ If an annual review with your advisor isn’t on the books yet, perhaps Sandy’s #WhatIfYouCould wish is the inspiration to take the next step? Watc

Meet the Strategic & Tactical Asset Allocation Committee (STAAC) → https://ow.ly/oaHg50PPI32 From providing a united investment outlook across a diverse range of disciplines to managing model portfolios and more, the results speak for themselves. | LPL Financial

We want to make it easier for advisors to expand the advice they provide. At #LPLFocus, we caught up with Aneri Jambusaria, EVP of LPL Strategy, New Ventures & Analytics, inside LPL Labs where she shared why we believe financial planning is a great foundation for providing advice on an expanded set of topics. | LPL Financial

During #LPLFocus, Melissa Williams, SVP of LPL Product Management, highlighted the efficiencies we’re adding to the solutions #LPLAdvisors offer their clients, enabling investors to consolidate more with their advisors. | LPL Financial