Founder and senior managing partner of Carnegie Private Wealth, Jordan Raniszeski, has been selected for the exclusive LPL Ambassador Council Program. Jordan is one of 25 advisors chosen to represent approximately 15,000 financial advisors that affiliate with LPL through their Corporate RIA.
The Ambassador Council brings together financial leaders who serve as community advocates for LPL Financial. Members are selected based on their demonstrated expertise, professional accomplishments, and commitment to advancing the financial services industry. The Council is tasked with providing valuable insights, feedback and critiques on all aspects of LPL’s business and how their strategy should evolve in the future.
"I am honored to represent my peers on the LPL Ambassador Council. It matters deeply to me that we contribute to our partnership with LPL as they support us in serving millions of Americans across the country," said Raniszeski. "The fact that this council exists and receives such direct access to LPL leadership highlights what makes our relationship with them valuable. They genuinely seek feedback and view constructive input as an opportunity for growth, which aligns perfectly with our culture at Carnegie. I'm excited to join this esteemed group and help strengthen LPL's position as a leader in wealth management."
Twice per year, the Ambassador Council members will gather with the senior leadership of LPL, including CEO Rich Steinmeier and his direct reports, to hear updates on LPL’s strategy and to provide input on how they might refine their approach to maximize success. They are asked to relay “pain points” that they see in working with clients and to offer suggestions on how things could be improved.
"What matters most to me about this role is the exchange of ideas in pursuit of perfection," explained Raniszeski. "Financial advice improves when advisors and firms compare notes and challenge assumptions. The discussions I'll have with fellow council members and LPL leadership will sharpen our thinking and expose us to different views and ways of serving clients, which will translate into an ever-improving approach to helping our clients."
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