Aneri Jambusaria speaks with the calm confidence of someone who has rewired her own approach to work. Early in her career, a 360-degree review revealed a blind spot: she held too tightly to projects she knew she could ace—“a sure thing”—instead of delegating or chasing higher-stakes opportunities. But avoiding failure also meant avoiding growth, she says.
That realization sparked what Jambusaria calls a shift from a scarcity mindset to one of abundance, a recalibration she now applies as head of LPL Financial’s wealth-management business. She delegates more, trusts her team to pursue stretch projects, and takes bigger swings—nudged by a partner who encouraged her to seize opportunities she might have once declined.
That expanded risk appetite has placed her at the center of a wealth-management boom. “The demand for advice has never been stronger,” she says, citing a gap between surging investor interest and the supply of skilled advisors. Financial planning is no longer reserved for the ultra-rich, Jambusaria says. In fact, the democratization of retirement savings has created millions of new clients, and LPL aims to meet them.
