EDWARDSVILLE – Jeff Westerhold, from Scheffel Financial Services, Inc., an independent wealth management firm in Edwardsville, attended LPL Financial’s Advisory Leaders Forum held July 26 to 28 at Northwestern University’s Kellogg School of Management.
The invitation-only annual event brings together successful LPL Financial advisers in an exclusive academic setting to participate in a focused curriculum addressing a broad range of advisory disciplines. Held at the nation’s premier business schools, past conferences have been held at the Yale School of Management, The Wharton School at the University of Pennsylvania and the MIT Sloan School of Management.
Westerhold said, “LPL’s Advisory Leaders Forum mixed academic insight with real business world applications that created a solid curriculum with takeaways I can bring back to our business. In addition, having the chance to connect and learn from other advisors, LPL leaders, industry experts and university professors was valuable and will support the work we do to help our clients.”
Scheffel Financial Services, Inc. is on the LPL Financial broker/dealer platform. LPL is a leading retail investment advisory firm and the nation’s largest independent broker-dealer.