Garrett Beam, LPL Financial Services

LPL Financial Services was formed in 1989 through the merger of two small but successful brokerage firms, Linsco, founded in 1968, and Private Ledger, founded in 1973. Today LPL is America’s number-one independent brokerage firm, yearly earning over $1.7 billion in revenue, investing and managing more than $126 billion, and making more than five million trades. Its more than 7,000 financial advisors are based in over 4,500 branch offices nationwide.

For LPL, M² has provided an interim recruiter as well as consultants for a range of projects, including strategic decision support, organizational capacity modeling, process assessment, process mapping, validating a re-designed investor statement, and conducting an Anti-Money Laundering (AML) compliance audit.

“M² really takes the time to understand our business, our culture, and our needs,” says Garrett Beam, assistant vice president of finance. “The consultants hit the ground running and bring immediate value to the table. The M² team connects the dots across our disparate initiatives and carries that context to all LPL engagements.”

What higher praise could come from a financial executive at a top financial services company? “I feel confident,” says Beam, “that we have seen a significant return on our investment with M².”