LPL’s Technology Helps Financial Advisors Streamline Processes

At LPL Financial, we’re committed to personalizing your technology to take your client connections to the next level. One way we deliver on that commitment is to offer comprehensive and integrated technology solutions that power your business.

To learn more about how we’re helping financial professionals build efficiencies into their practices, hear from several LPL advisors, as well as some of the professionals behind our technology and advisory solutions.

We have a team of dedicated professionals that continue to focus on improving automated, time-consuming processes, so you can focus on what matters most. Amanda Mitchell, assistant vice president of Product Management, says “Technology is a big part of making [advisors’] lives easier, being more efficient, and I’m excited to be able to deliver those solutions.”

Bellann Hyten, financial advisor, Maverick Financial, was able to reduce non-client time by using LPL technology allowing her focus on client building to provide value.

“The technology at LPL, for example, ClientWorks, helps me deliver a better experience to that client. The way LPL is building out ClientWorks, with Meeting Manager, the CRM, AdvisoryWorld. You’re keeping it all in one place and that makes it more nimble,” she said.

Ready to explore your technology options? Learn more about LPL products and platforms that help you streamline your process.

_{The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.}

_{Maverick Financial and LPL Financial are separate entities}