Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠

The Active Advisor Podcast (Episode 22)

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more.

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance.

Some highlights from the episode:

• Leaning into your superpowers as an independent advisor
• The broken rung for women climbing the financial ladder
• 6 key characteristics of high-performing advisors

Alisa is a senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance, and sales enablement for a Fortune 500 wealth management firm. She has a successful record in asset management across all distribution functions in all channels at WisdomTree, Van Kampen, and Morgan Stanley.

As Executive Vice President of Advisor Growth Solutions at LPL Financial, Alisa focuses on growing and optimizing advisor adoption of LPL’s platforms and consulting resources to grow their client relationships while also playing an integral role in setting the strategy and build-out of future wealth management offerings. 

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