08/18/2026
⏳ Just wrapped up a great few days in San Diego at LPL Focus 2026.
One of the things I value most about conferences like Focus is the opportunity to step outside the day-to-day, reconnect with familiar faces, meet new people, and hear how advisors and industry leaders are thinking about the future of our profession.
There were plenty of conversations around AI and technology, practice growth, and creating an even better client experience. But one theme stood out to me: technology is most valuable when it gives us more time to focus on the work that matters most: listening, planning, building relationships, and being there for our clients.
I continue to be impressed by LPL’s commitment to innovation, its vision for the future of our industry, and the ongoing opportunities it provides advisors to learn, grow, and stay ahead of an ever-changing landscape. The quality of the sessions, presenters, and motivational speakers at Focus is a great example of that commitment to education and professional development.
A special shoutout to Dr. David Kelly of J.P. Morgan for an insightful and engaging perspective on the markets and the economy, definitely one of the highlights of the conference.
I’m heading home with some new ideas, great conversations to continue, and a renewed appreciation for the people in this industry who are always looking for ways to learn, evolve, and get better.
Now comes the important part: taking the best ideas from the week and putting them into practice.
Great seeing so many familiar faces and meeting plenty of new ones along the way. Until next time, San Diego! ✈️📝📈⛵
