LPL built Admin Solutions so advisors can focus more of their time on what they do best. This allows them to grow their practices faster and help more...
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The insights you need to grow your practice
You've reached the end of the “E’s,” but the social selling isn’t over. It's like a step mill—the steps keep coming back around. Review your profile twice per year, continue to connect with people, engage with your network, and review your content's performance. Here is your bonus “E” – Evaluate! Look at your key metrics: number of connections or followers, the amount of engagement on your content, and more.
Rocky Kalmanovitz is Vice President of Admin Solutions. He has overseen the program’s evolution and led its day-to-day operations since joining LPL in September 2018. Rocky earned a BA in Economics from UCLA and a MBA in Marketing & Leadership from Arizona State University. He is certified as a CFP, AAMS, AWMA, CMFC, CRPC, PMP, and Six Sigma Black Belt and is FINRA Series 7, 9, 10, 24, 63, and 66 licensed.
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Stephen Locker
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Beacon Financial Group
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