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In the News

LPL’s New Marketing Strategy: Naming Names

Posted by Mindy Diamond

Financial Planning

Mindy Diamond Quoted
By Ann Marsh

LPL Financial is naming names.

Historically mum on the specific details of its recruiting efforts, the country’s largest independent broker-dealer has begun publishing names of new advisor recruits for the first time.

“I actually think it is a smart tactic,” says executive recruiter Mindy Diamond. “If an advisor is on the fence about joining LPL and sees the name of someone he respects having joined before him, he definitely will get a sense of surety that he may not otherwise get. And, even if the advisor doesn’t personally know any of the people on that list, seeing advisors of size make the move can also be quite comforting.”

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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