Who We Serve
Asset Management Companies — Executive Management, National/Strategic Accounts, External and Internal Field Sales Teams, and Research Teams.
Broker-Dealers — Executive Management, National/Strategic Accounts, External and Internal COI Teams, RIA/Advisory Platform Management Teams.
- Corporate Level at Broker-Dealer Networks
- Individual Broker-Dealer
Clearing Firms — Corporate Clearing Firm Level and Broker-Dealer Client Level.
“I have known Susan Burton for 10 years and consider it a privilege to know and work with her in several capacities during that time. Susan is one of our industry's most knowledgeable professionals - a true industry expert - in broker dealer distribution of asset management products. She knows how to create effective collaboration - leading to sales growth - between The Broker Dealer, the Product Manufacturer and the Advisor.
Over the past three years Susan has been retained by several LPL product partners. She was hired by those firms to help grow sales and market share by providing training and consultation to sponsor sales organizations with particular emphasis on the unique opportunities to work successfully with LPL and our advisors. In every case we have seen significant improvement in levels of engagement, quality of wholesaling and overall partnership with those firms, and very meaningful growth in sales and market share. From my perspective and based on feedback from senior executives at the firms that retained Susan, results have been outstanding.
Susan brings extraordinary experience, competence and integrity to all she does. I am proud to have her as a key business associate and friend.”
- Brad Cornell, Former EVP, Sponsor Relations,
LPL Financial
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