We Have Been Featured In The NY Financial Leaders Section Of Forbes MagazineSubmitted by Saratoga Financial Services on December 15th, 2014
ROBERT M. SCHERMERHORN, CFP® ATTENDS LPL FINANCIAL BUSINESS LEADERS FORUM, AN EXCLUSIVE BUSINESS-BUILDING EVENT
Saratoga Springs, NY --11/10/14—Robert M. Schermerhorn, CFP® from Saratoga Financial Services recently attended the Business Leaders Forum 2014 in Austin, TX, one of two exclusive invitation-only regional events hosted by LPL Financial, the nation’s number one independent broker-dealer.*
Business Leaders Forums are tailored for top producing advisors at LPL Financial to help them learn new business development and proactive management techniques, and provide them with the opportunity to network and share ideas with like-minded peers. The events include presentations from LPL Financial professionals and strategic partners.
“Attending the Business Leaders Forum helps demonstrate our firm’s commitment to continuing education,” says Schermerhorn. “Through this event, I gained insight into many of the latest financial strategies and trends that will allow me to continue putting my clients’ best interests first.”
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. Additionally, LPL supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL and its affiliates have more than 3,000 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 1996–2017, based on total revenue.
ROBERT M. SCHERMERHORN, CFP® ATTENDS LPL 2014 NATIONAL CONFERENCE, A LEADING FINANCIAL SERVICES EVENT FOCUSED ON INCREASING VALUE TO INVESTORS
Saratoga Springs, NY --9/5/14-- Robert M. Schermerhorn, CFP® from Saratoga Financial Services recently attended focus 2014, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker-dealer.*
Held in San Diego, August 10 to 13, Focus 2014 was one of the industry’s premier sales and education events for financial professionals. More than 6,000 total attendees from around the country assembled 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 Jim Collins, management expert and best-selling author; Bob Woodruff, one-time ABC World News Tonight co-anchor who was seriously injured by a roadside bomb while reporting in Iraq, and his wife, Lee; and Tim Pawlenty, CEO of Financial Services Roundtable and former governor of Minnesota.
“Attending focus 2014 provided an outstanding opportunity for me to attend a variety of business sessions, technology training workshops and continuing education classes to stay well-informed of financial trends and industry best practices,” says Schermerhorn. “In addition, I discovered strategies to continually improve my communication and engagement with my clients.”
* Based on total revenues, Financial Planning magazine, June 1996-2017.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2017), is one of the fastest growing RIA custodians with $78 billion in retail assets served (as of June 30, 2014), and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.