Earl King

About Earl King

There comes a point where things still work on the outside, but something underneath starts to feel off.Not broken. Not urgent. But different enough that you can’t ignore it.Most people try to respond quickly. They look for answers, strategies, or the next move.What I’ve found is that real change doesn’t start there. It starts with seeing clearly.Professionally, I work as an Investment Transition Partner, helping financial advisors and institutions navigate complex transitions. That work is structured, strategic, and focused on outcomes.But over time, I became interested in a different kind of transition. The kind that doesn’t show up on a balance sheet.The one that happens in midlife, when experience, expectations, and reality no longer line up the way they once did.That’s the focus of Triangulating Truth™.A way of understanding what’s actually happening before deciding what to do next.Through three lenses:Self. Reality. Possibility.Not to force change, but to create clarity. And from that, more grounded decisions.This is the space where I do most of my work. The moment where something has shifted, but hasn’t yet been named.If any of this feels familiar, you’re likely already closer to clarity than you think.

Experience

1. Sr Investment Transition Partner

   LPL Financial

   Nov 2017 — Present · Ft. Mill, SC, US

   Senior Investment Transition Partner — LPL Financial (2017–Present)Partner with advisors and leadership teams to execute large-scale transitions across LPL’s advisory platforms. Lead process improvement initiatives, training, and advisor coaching that enhance the overall advisor and client experience. Recognized for bridging business strategy and human engagement during complex change.Internal Advisory Consultant — National Planning Holdings / Jackson National (2014–2017)Supported advisory business growth across fee-based platforms and SMA programs. Designed advisor education initiatives that improved managed-account adoption and deepened planning capabilities for high-net-worth clients.

Education

• Chicago State University

  B.A, General Studies

• California State University-Sacramento

  EMBA, Business

Skills

• New Business Development
• Project Management
• Strategy
• Investments
• Mutual Funds
• Team Management
• Relationship Management
• Sales
• Program Management
• Series 7
• Leadership
• Team Building
• Management
• Recruiting
• Coaching
• Performance Management
• Financial Services
• Sales Management
• Strategic Planning
• Business Development
• Public Speaking