This year the LPL FOCUS conference was held in the heart of San Diego, welcoming knowledge seekers and industry leaders alike. Among the sea of financial minds, HighPoint Advisor’s very own Managing Director, AJ Loedel, certainly had to take advantage of this opportunity. With a relentless commitment to quality and thirst for new insights, AJ was ready to enrich not just the HighPoint team, but also the valued clients we serve.
Day 1:The conference had begun! With a clear mission in mind, AJ aimed to absorb and apply the latest industry trends for the benefit of both our team and our clients.
Day 2:AJ explored many avenues to find out what’s going to elevate our client’s success to new heights. AJ also visited the compliance booths to ensure that HighPoint Advisors remains consistently aligned with industry regulations.
The LPL FOCUS conference had come to a close. Without a doubt, it was another event that had brought countless valuable insights to the HighPoint Advisors community. AJ had the chance to network with roughly 8,000 fellow advisors, alongside numerous home office personnel and investment company consultants.
Our industry is always changing; therefore, we can say with confidence that the following year appears quite promising. Expect technological advancements, cost reductions, platform expansions, and service enhancements, among other exciting developments. Stay tuned for more updates!