Vice President
LPL Financial
Stephen Chien is a Vice President with LPL's Artificial Intelligence Accelerator and Head of LPL's Artificial Intelligence Advisor Solutions.
Stephen previously served as a Managing Director at Charles Schwab for 14 years, equipping financial advisors with new tools and technologies to provide a world-class client experience. Earlier, Stephen served as a product leader at Capital Group and as a management consultant with the Boston Consulting Group.
Stephen is a CFA Charterholder, with a Bachelor of Arts from Stanford University and an MBA from the Wharton School of the University of Pennsylvania.
As AI reshapes the financial landscape, LPL is proving that technology can strengthen the human connection between advisors and clients. In this session, Stephen Chien, Head of AI Solutions at LPL, shares how the firm leverages Jump to free advisors from routine tasks, enhance compliance, and deliver more personalized client experiences. Learn how LPL’s thoughtful approach to AI adoption is helping advisors spend more time where it matters most: with their clients.
From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.
Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you’re a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.