Aneri Jambusaria

@BillWinterberg @raylewis Um Pittsburgh *is* a nice city! 👏🏽

Something I never thought I'd hear at #FISummit "You know, Pittsburgh is a nice city." 😂 -@raylewis

@LPL advisors Ann Slechta, Dwayne Keller and Erica Gargol are using new approaches to spark strong, lasting connections w/their clients. And we're here for it!👏 Learn how Marketing Solutions helps advisors and institutions stay ahead of the competition: ow.ly/vqIG50PPL1N

@LPL Gathering data.

@krkindc @barronsonline @CFPBoard @mboersen Go @mboersen! 👏🏽

Great profile in @barronsonline of @cfpboard’s 2023 Chair Elect @mboersen barrons.com/advisor/articl…

@yedi31 @GraceYung1111 @BernerFinancial @ascarLPL @DianeG1860 @CatherineValega @ShipeDarlene @janvwmplanning … and phenomenal company & conversation, too! Thanks @GraceYung1111 and team for having me.

@GraceYung1111 @anerij @BernerFinancial @ascarLPL @DianeG1860 @CatherineValega @ShipeDarlene @janvwmplanning A zoom screen chalk full of our industry’s best. Awesome!

Thank u @anerij for joining #WomenLeadersRoundtable to discuss #LPL Business Strategy Services! So excited about the expanding menu of solutions! #firesidechat #WomenInFinance #LPLAdvisors #CFPPro #FinancialPlanning

@LPL Doing good for your community, family, and yourself too.

@ronlieber This is one of our top priorities at @LPL. We are building new consumer-centric financial planning services to help 20K+ advisors (incl. thousands of CFPs) expand their reach. And for advisors who want to start charging for a plan, we’ll help them make the shift.

Good morning fancy financial planners who only charge via assets under management. I get requests for referrals all the time, and everyone (every. one.) just wants to pay for guidance/one-time project. Still not clear to me how to bridge this disconnect.

@yedi31 Go team!

When we last saw @anerij, she was experimenting with creating innovative formulas for #LPLAdvisors during #LPLFocus Now, those experiments continue in her new role on my team as she brings to life new and differentiated experiences for advisors and their clients. Welcome, Aneri!

@harryhurst @LPL we’re pairing leading tech to drive the independent experience with everything else advisors and institutions need to run a successful wealth practice. DM if you want to learn more about the space!

@NeejaB Thrilled to see you all together! 💙

@wandattoro @LPL @LPLResearch @Finances4RLife The real hard-hitting life questions!!

Is there wind on the moon @anerij ? (N more importantly, why is my #CrystalBall not working) @LPL @LPLResearch @Finances4RLife

“The world wants you to be typical – in a thousand ways, it pulls at you. Don’t let it happen. You have to pay a price for your distinctiveness, and it’s worth it.”

@bradledwith @yedi31 @CFPBoard For real @bradledwith. Besides, #fintwit does not need yet another almost millennial spouting wisdom about #fintech, #Blockchain and the power of #digital 😭 Setting a high bar!

@yedi31 @anerij @CFPBoard This is good! Somebody needs to work around here! 😂😂😂😂

She’s someone I learn from everyday....

When was the last time you chose to swim when you could have just sat in the kayak?

11/ The answer, of course, is yes. Because that is what those brave men and women trained me for on 9/11.

10/ At times I’ve found myself overwhelmed by it all, wondering — as I did nineteen years ago — whether I really have to make such impactful personal and professional decisions at such an uncertain time.