Financial Resources Group Hosts Leadership Symposium

Firm holds 3-day conference for Financial Institution leaders

Last week Financial Resources Group hosted a 3-day conference, the Financial Institution Leadership Symposium, which drew approximately 50 program leaders and executives from partnering banks and credit unions across the country. This networking and engaging opportunity held at LPL Financial headquarters in Fort Mill, SC, included peer panels, discussions on growth best practices, insights into LPL Institution Technology, research and benchmarking sessions, exploration of marketing opportunities, and other inspiring topics.
 
Awards and recognitions, presented by CEO Bruce Miller, were also among the conference highlights. Congrats to the following financial institutions on their success in 2023:
 
WaterStone Bank (WaterStone Investment Services), was honored for achieving the highest percentage growth in Advisor AUM in 2023. Julie Glynn, EVP, Chief Retail Officer at WaterStone Bank, accepted the accolade on behalf of the bank and program.
 
Northfield Bank (Northfield Investment Services) was awarded for most Net New Assets per Advisor. Robin Lefkowitz, MBA, Exec VP of Northfield Bank, accepted the award on behalf of the bank and team.
 
BankNewport (OceanPoint Investment Solutions) was recognized for Same Store Sales Year over Year (Gross). Amy Riccitelli, Senior VP, Director of Retail Banking, was in attendance to proudly accept.
 
Webster Bank (Webster Investments), was awarded for having most advisors in the top ten. Receiving the award on behalf of the bank were Grace Pereira-Shelley, Senior VP, and Kelly Haskins, Senior Managing Director.
 
Special thank you to speakers from our firm as well as guest speakers Jeffrey Roach, PhD, LPL Chief Economist, Tiger Booker, Director of Enterprise Growth & Innovation, Richard Harvey, VP, Business Development at LPL, and Dr. Rick Jensen, Performance Center.

Also thank you to attendees who were also event speakers: Mark Brakel, CFP®,ChFC®, Program Manager with Frandsen Investment Services at Frandsen Bank & Trust, Kevin A. Carroll, Program Manager at Redstone Brokerage Services at Redstone Federal Credit Union, Amy Riccitelli, and Todd Rothenberger, SVP, Chief Member Experience Officer at Diamond Credit Union.
 
Also a special acknowledgement goes to our sponsors – Allianz, Delaware Life Insurance Company, A Group 1001 Company, and Security Benefit – for their invaluable support in ensuring the success of our event!

Check out our video below for highlights of the event!

Video created by Jennifer Hallmark
Picture of Jennifer Hallmark, Director of Marketing

Jennifer Hallmark, Director of Marketing

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Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

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