LPL Financial is paying WBRG to license the program and in turn giving its financial advisors a unique way to strengthen relationships in the communities where they live and work by providing them with the curriculum to teach free, interactive, experiential lessons to children and grandchildren of clients, as well as local high school students.

WBRG is then using LPL’s licensing fee to underwrite a free program for public high school students in schools with a significant number of students eligible for federal lunch programs.

Rob Pettman, Executive Vice President, Wealth Management Solutions at LPL Financial observed the WBRG program in action and proposed this unique partnership to founder, Phyl Terry.

By licensing the rights to this program, LPL Financial is offering advisors a unique way to interact with current clients, meet new prospects, and foster a greater understanding of business principles and financial confidence in their communities. In addition, through LPL's generous financial support, the pro-bono team of Harvard Business School alumni at WBRG will now be able to fund and deliver the program at no cost to high schools with a high percentage of students eligible to receive free or reduced lunch.

“Not only does this program help our advisors grow relationships with clients, deepen community connections and help prepare the next generation to be good financial stewards, but we feel so deeply in its value that we wanted to not only support our advisor communities, but also help WBRG in its mission to reach high school students who don't typically get access to this kind of program,” Pettman added.

See the full press release here.