Margie Shard of Fenton’s Shard Financial Services was selected to attend LPL Financial’s Business Leaders Forum May 15-17 at the Grand Hyatt in Denver, CO. Only the broker/dealer’s top performing advisors were selected to attend.
The two-and-a-half day event included a tailored curriculum to help advisors deliver the best possible service to their clients. Some of the key themes of the conference were asset management, business operations and business development. This fits in line with LPL Financial’s and Shard Financial’s commitment to continued education.
Find out what's happening in Fentonfor free with the latest updates from Patch.
“If you aren’t learning in this business, then you are falling behind,” President and Wealth Advisor Margie Shard said. “In something fast-paced like the financial sector, you have to stay on top of current trends or you won’t be able to serve your clients effectively. They expect us to be experts, and we pride ourselves in our financial expertise.”
Find out what's happening in Fentonfor free with the latest updates from Patch.
Shard’s expertise has been on display, as she was invited to speak on two panels during the national conference. The “Top Advisor Human Capital Panel” was focused on how a great financial team is cultivated and the other, “Keys to My Success” was a result of Shard Financial’s recent growth, especially in a niche market, women and finance.
“Speaking on two panels at the conference was really an amazing opportunity,” Shard said. “At first I was a little nervous, but having the chance to talk about our industry’s best practices in front of my colleagues was a highlight for me.”