Rose Greene of Rose Greene Financial Services in Santa Monica recently attended focus10, a leading financial services industry conference hosted by LPL Financial, an independent broker-dealer. Rose Greene Financial Services is associated with LPL Financial.
Held in Boston from July 28 to July 31, 2010, focus10 was one of the industry’s largest gatherings of independent financial advisors, and remains the industry’s premier sales and education event. Approximately 4,500 attendees from around the country assembled for the opportunity 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 Bill Clinton, 42nd President of the United States; Jack Welch, former chairman and CEO of General Electric; and Benjamin Zander, conductor of the Boston Philharmonic.
Additionally, through the hundreds of business sessions, technology training sessions and continuing education classes at this event, LPL Financial advisors gained valuable knowledge to help them continually improve the service they offer to clients and operate their independent practices more efficiently.
Bill Dwyer, president of National Sales and Marketing for LPL Financial, said, “The theme of our focus10 event, A Focus on the American Dream, clearly resonated with the current mood of Main Street U.S. investors. Supporting our independent advisors as they help their clients achieve the American Dream on their terms remains our overarching mission at LPL Financial.”
About Rose Greene Financial Services
Rose Greene Financial Services (rosegreene.com), founded in 1986, is an independent and unique, entrepreneurial financial advisory practice. As an independent representative of LPL Financial, Rose Greene Financial Services provides unbiased investment advice and services including wealth management; retirement planning; college planning; life, health and long-term care insurance services; Medicare planning; estate planning and charitable giving. Her client base is highly diverse with a concentration in the baby boomer market, gay and lesbian community and entertainment industry. With more than 27 years in the industry, Rose Greene Financial Services has extensive experience serving clients through difficult market environments including the past six bear markets, as well as experience in helping near-term and current retirees plan for retirement income distributions. Her investment philosophy is rooted as much in strategies for managing downside risk as it is in building upside growth potential. Rose Greene Financial Services is located in the Santa Monica area of Los Angeles.
About LPL Financial
LPL Financial (lpl.com) is an independent broker-dealer with over 2,500 employees and offices in Boston, Charlotte, and San Diego. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,000 independent financial advisors and financial advisors at financial institutions. Additionally, the company supports over 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions.
Securities and financial planning offered through LPL Financial, member FINRA/SIPC.