Adam Correa
Vice President of Financial Planning at LPL, leading financial planning coaching and adoption across a large advisor network and advising on planning-led, fee-for-service practice transformations.
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Jan 30, 2026 • 33min
218 The Advisor Shift Is Here: How Planning, EQ, and AI Are Changing the Industry with Adam Correa
Adam Correa, VP of Financial Planning at LPL who drives planning adoption across thousands of advisors. He recounts his fintech-to-advisor path and why emotional intelligence and storytelling beat raw IQ. They discuss focusing on ideal clients, charging for planning as a standalone service, streamlining delivery for profitability, and using AI to scale paraplanning and capacity.
