Barbara Ginty Leverages LPL Solutions to Build Stronger Client Relationships
While heading for a finance job on Wall Street in 2013, Barbara Ginty made an unplanned detour—she purchased her father and aunt’s financial planning business.
To achieve her vision of growth, she partnered with LPL and began modernizing operations.
Barbara adopts a holistic financial planning approach for her clients, leveraging our tools as she counsels on estate planning, retirement income, and insurance. LPL Financial’s Admin Solutions reduces many of the mundane daily tasks, freeing her to meet with clients face-to-face, a hands-on approach that is crucial to her practice.
Watch to see how, after just six years, Barbara has doubled her business and is well-positioned to continue her aggressive growth plans.