FENTON, Michigan — President and Wealth Advisor Margie Shard, CFP®, and Wealth Advisor Julie Hanson from Shard Financial Services, Inc. recently attended focus13, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker-dealer.*
Held in San Diego, August 18 to 21, focus13 was one of the industry’s premier sales and education events for financial professionals. Over 5,000 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Colin Powell,USA (Ret.), Secretary of State (2001 – 2005), Zanny Minton-Beddoes, Economic Editor for The Economist and Former IMF Economist and Eric Whitacre, Grammy-Winning Composer, Conductor and Creator of the Virtual Choir.
Additionally, through the hundreds of business sessions, technology training sessions and continuing education classes at this event, advisors gained valuable knowledge to help them continually improve the level of service they offer.
“Attending focus13 was a tremendous opportunity for us to stay informed of key trends affecting the financial services industry, and discover strategies to help improve communication and engagement with our clients,” says Shard. “I believe we are now better positioned to continue helping our clients pursue financial independence by offering unbiased guidance.”
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,000 financial advisors and approximately 685 financial institutions. Additionally, LPL Financial supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with employees and offices in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com.
*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.
Securities offered through LPL Financial Member FINRA/SIPC