In this video from LPL Financial, our CEO, Evan Kirkpatrick, explains how LPL has helped our firm grow since 2015.
Click below to watch the full video on YouTube:
From LPL Financial:
"Evan Kirkpatrick’s also dedicated to steering Wendell Charles Financial (WCF) into growth mode, with an overarching goal of integrating philanthropy with financial planning services. To help him achieve his vision, Evan’s partnered with LPL, leveraging our suite of business solutions, capital funding program, and IT expertise to reduce the strain on his staff. Watch to see how Evan’s using our resources “to be more aggressive, double down on his marketing strategies, and add other capabilities” —in turn—realizing his business growth goal."