PRESS RELEASE Loran Graham Leads Session at LPL Financial National Conference
FOR IMMEDIATE RELEASE
LORAN GRAHAM LEADS SESSION AT LPL FINANCIAL NATIONAL CONFERENCE
SPOKANE, Wash. — August 1, 2017 — Loran Graham, CPA, CFP®, president and CEO of Loran Graham Company, recently attended LPL Financial’s Focus 2017, one of the financial industry’s premier events and the largest annual conference hosted by LPL, a leading retail investment advisory firm and the nation’s largest independent broker-dealer*. Graham joined a select group of LPL financial advisors invited to present to their peers at the conference, which was held in Boston.
In Graham’s session, “The Faith-Based Niche: A Passion for Growth and Stewardship,” he shared strategies for building a business that targets niche markets and is rooted in a value position and described techniques he has used to grow his practice.
More than 3,000 financial services industry professionals from around the country gathered at Focus to learn new strategies and skills, expand knowledge in numerous product areas, network with peers and industry experts, and discuss relevant opportunities and challenges facing the financial services industry.
“Niche practices allow clients to align their financial decisions with their personal values and interests,” said Graham. “Our practice is guided by principles of Biblical wisdom, and we have found the approach helps clients to be strategic about their use of time, talent, and treasure. LPL’s Focus conference provided a wonderful opportunity to share the value that this approach can bring to communities across the United States.”
Graham has been providing financial services to clients in the Spokane area for 10 years. Graham provides comprehensive financial planning services to help clients work toward financial freedom and spiritual growth using Biblical principles.
Graham is an LPL Financial advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
* Based on total revenues, Financial Planning magazine June 1996-2018
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.