"Aneri Jambusaria speaks with the calm confidence of someone who has rewired her own approach to work. Early in her career, a 360-degree review revealed a blind spot: she held too tightly to projects she knew she could ace-"a sure thing"-instead of delegating or chasing higher-stakes opportunities. But avoiding failure also meant avoiding growth, she says. That realization sparked what Jambusaria calls a shift from a scarcity mindset to one of abundance, a recalibration she now applies as head of LPL Financial's wealth-management business."
"In fact, the democratization of retirement savings has created millions of new clients, and LPL aims to meet them. Jambusaria has spent her career in wealth management, most recently at Fidelity Investments. While building out Fidelity's wealth-management offerings, she took the nontraditional step of earning a certified financial planner credential despite not being client-facing, gaining what she calls "a great knowledge set around what great advice looks like" and the authority to lead as a practitioner."
Aneri Jambusaria shifted from a scarcity mindset to one of abundance after recognizing a tendency to cling to 'sure thing' projects, prompting increased delegation and pursuit of stretch opportunities. The broader risk appetite and trust in teams enabled her to take larger strategic swings and positioned her to lead LPL Financial's wealth-management business amid surging demand for financial advice. The democratization of retirement savings expanded the client base beyond the ultra-rich. LPL's growth strategy emphasizes deeper advisor adoption of in-house tools and products, embedding comprehensive services into portfolios, and measuring success by new assets, retention, and product breadth.
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