Lincoln team managing $800M moves to LPL Financial
Validus Financial Associates, which oversaw roughly $800 million at Lincoln Financial, has found a new home at LPL.
Source: investmentnews.com
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LPL Financial Welcomes Validus Financial Associates
CHARLOTTE, N.C., Sept. 06, 2023 -- LPL Financial LLC announced today that Validus Financial Associates has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported...
Source: marketscreener.com
Forestals Professional implements powerful sales toolkit
A powerful sales management tool has successfully been integrated by Forestals Professional, helping the team considerably improve their sales performance. Entitled SalesForce, the Customer Relationship Management (CRM) platform has been in place since January 2020. As a result, Forestals Professional is already seeing considerable improvements in its sales performance. The clear and user-friendly platform allows employees to track and monitor every customer’s sales journey from start to finish all from one place. Thanks to its automation and sales management tools, the team have been able ...
Source: timesofmalta.com