Last Updated on August 29, 2019 by cassnetwork
David Workman, AIF®, principal at Workman & Associates, recently attended LPL Financial’s Focus 2019 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL Financial. Workman joined a select group of LPL Financial advisors invited to present at the conference, which was held in San Diego.
More than 4,000 independent financial advisors and staff attended this year’s Focus to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers and discuss trends in the financial advice space.
In Workman’s session, he demonstrated how technology adoption and the digitization of processes and ways he connects with clients has increased efficiency while also creating a better experience for new and existing clients.
“More than half of our new clients are referred by existing clients,” said Workman. “That referral process is different than it has been in the years before. It now includes leveraging social media platforms, text and video blogs and podcasts to familiarize clients with the services we offer and create relationships with them in a new way. I am admittedly not very tech savvy, so it was a privilege to share how much I’ve learned over the years and the vital role that new technology plays in taking care of my clients.”
Workman has worked in the financial services industry for more than 30 years. His business in Logansport, IN, focuses on holistic financial planning and retirement plans.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2019
Securities offered through LPL Financial, member of FINRA/SIPC
SOURCE: News release from LPL Financial