Portfolio
The work.
Ten projects across growth, marketing, communications, digital and AI adoption, and new ventures.
Firm:
LPL Financial · 2020–2021
Lead Assist Referral Platform & Innovation Incubator
New VenturesDigital & AIAdvisor Enablement
16,000+ independent advisors, LPL Lead Assist
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Independent · Ongoing
Referability Assessment & Referrality Handbook
Advisor EnablementGrowth
6 referability areas assessed
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