Bennett Free
Customer Success & Growth Strategy | B2B SaaS | Building Scalable Client Experiences
- Role
- Financial Planner at LPL Financial
- Location
- Napa, CA, US
- LinkedIn followers
- 500 followers
About Bennett Free
I help people make smart financial decisions and feel confident about the…
Experience
Financial Planner
Jan 2025 — Present
Managed client relationships across a high-net-worth book while proactively driving retention· Built onboarding models that increased efficiency by 40% and improved early client engagement· Realized 25% growth from $100 million practices acquired during 2024 through onboarding models
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