Can You Hold My Attention? The Derek Bruton Podcast
It’s always fun to have an accomplished advisor on the show. It’s more fun and interesting to have an advisor who has defied the odds to reach success. But it’s most enjoyable to have that advisor on my show just as she was named one of the top 100 advisors in the country by Barron’s! Laila Pence and her Newport, CA based wealth management firm, Pence Wealth Management, is a $2.4B company riding a growth rocket ship, but all the while staying humble and extremely focused. Laila emigrated to America from war-torn Egypt when she was just 12 years old. She threw all challenges aside and let her natural-born tenacity and work ethic take over. Laila went from selling hot dogs as a non-English speaking kid in NYC to becoming one of the most successful female advisors in America. Together with her husband, Dryden, they have built a firm that relies on a successful division of labor, enhanced communication with clients and prospects, and importantly, on understanding how to effectively sell in this business. In my 30 years of working with financial advisors, I don’t think I’ve ever seen such a masterful salesperson as Laila Pence. On this show, Laila tells me about her amazing journey to the U.S., building a successful business from scratch, and her keys for driving exponential growth in a very competitive wealth management market. All this and more on this 16th episode of Can You Hold My Attention?
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Pence Wealth Management, a Registered Investment Advisor.
Pence Wealth Management (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 7/1/2021, the total assets serviced by PWM through LPL Financial consist of over $1.8 billion in advisory and $364 million in brokerage assets.
Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through Pence Wealth Management (“PWM”), a registered investment advisor. Pence Wealth Management and LPL Financial are separate entities.
Mr. Pence is the Chief Investment Officer of Pence Capital Management, LLC and provides investment related consultancy services to Pence Wealth Management and Pence Financial Group.
Derek J. Bruton, PWM and LPL Financial are separate entities.
Barron’s 2021 Top 100 rankings is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.