Dawn Marie Corneau Technology LPL Advisor

LPL Advisor Shares Technology Insights

November 15, 2017

LPL Financial

LPL advisor Dawn Marie Corneau of Corneau Wealth Management in Beverly, Mass., discusses how LPL’s integrated technology platform has delivered value to her practice.

PODCAST: Listen to the interview

In the current regulatory environment, advisors are increasingly seeking ways to maximize their time and resources and deliver more value for the services they provide. Technology becomes an important component to their business.

Corneau, a 27-year veteran of the financial services industry, shares with LPL Senior Business Consultant Gina Ciampolillo ways she has leveraged LPL’s integrated technology offering to increase efficiency in her business operations and enhance the service experience for her clients.

“Technology is ever changing. And I think the advisor needs to stay on top of technology because it can make our business time efficient, it can give life balance to the advisor and I think it really helps out the clients, bottom line.”

 

The views and opinions expressed by the LPL Financial Advisor(s) are as of the date of the recording. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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