San Jose, CA (Vocus/PRWEB) January 12, 2011
Loring Ward announced that it has hired Scott Lamb, CFP® to partner with Broker/Dealers as Director of Strategic Relations.
Lamb, formerly a Vice President with LPL Financial, will work closely with Loring Ward’s Broker/Dealer relationships and provide value-added solutions to help their advisors deliver better client experiences.
"Hiring Scott underscores our commitment to Broker/Dealers, and in particular, their strategist platforms," said Loring Ward’s Director of Advisor Relations, Steven J. Atkinson. "His track record of helping advisors realize efficiencies in their practices is a perfect fit with our shared focus on helping advisors improve their practices and build stronger client relationships.”
Lamb will also help develop programs and tools to support the transition of advisors' practices to a fee-only basis and assist them in developing more consistent advisory processes, such as Loring Ward’s “Life First” Discovery Process.
While at LPL Financial, Lamb worked with advisors to evaluate their business models and business needs, with a focus on maximizing their potential. Prior to LPL, Scott was a financial advisor at Merrill Lynch. He also spent eight years as a Naval aviator.
“I’m excited to be joining a strong, growing company like Loring Ward,” said Lamb. “We have an enormous opportunity to help advisors differentiate themselves with a wealth advisory approach that is truly client focused.”
About Loring Ward
Since 1990, Loring Ward (LWI Financial Inc.) has provided Investment Management, Business Management and Practice Development to a select group of independent financial advisors and their clients.
Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. Loring Ward’s Structured Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. As of 1/11, Loring Ward has almost $6.3 billion in assets under management. For more information, please visit http://www.loringward.com.