Business Solutions Built Around You

Admin Solutions

Spending too much time on daily tasks?

Imagine saving time with someone to help you tackle everyday tasks. Our admins are screened and hired as full-time LPL employees. They are well-versed in critical LPL business tools and can integrate seamlessly into your practice.

Key Benefits

  • Delegate high-volume tasks to an administrative professional
  • Free up executive time to focus on client relationships and prospecting
  • Choose between seasonal or year-round subscription options
  • Save hours and minimize returns with Annuity Order Entry (AOE) platform support
LPL Chevron Graphic

CFO Solutions

Looking for a partner to help you grow?

From cash-flow planning to identifying cost-saving opportunities and revenue-generating strategies, your CFO can help make your business more efficient and profitable.

Key Benefits

  • Data-driven insights so you know concretely what's working and where to maximize your time
  • Time-tested strategies and measurable results to get you headed where you want to be
  • A CFO that will help you navigate LPL and connect you to the right people and process expertise
LPL Hourglass Graphic

Marketing Solutions

Are you effectively marketing your firm?

We're marketers by name but relationship builders at heart. This approach helps us tailor the right messages and strategies to help you achieve your unique business goals. It empowers you to stay ahead in the ever-evolving financial advice industry.

Key Benefits

  • A robust digital presence and brand amplification tailored specifically to your practice
  • Consistent, engaging, and compliant content across all digital marketing channels
  • Automated lead generation, nurture, and client communications for accelerated growth
LPL Starburst Graphic

Advisor Institute

Need help developing your advisor talent?

Becoming a Certified Financial Planner® (CFP) can help accelerate success. Two certification programs are currently available — a 12-month option and a fast-track option that will have advisors ready to take the CFP® exam in approximately 8 months.

Key Benefits

  • Sourcing and assessment expertise to help you find advisor talent with the highest potential to excel
  • A wide range of professional programs that expedite the development of your advisor talent
  • You can stay focused on running and growing your business while we provide training and development
LPL Hourglass Graphic

Planning Services

Want to expand or elevate your services?

LPL Financial Creative Graphic

Paraplanning Services

Experienced professionals can help you offer your clients deeper, more personalized financial guidance — without increasing your payroll.

 

Key Features

  • Plans are created using your choice of software tools from four options
  • Plans are delivered within two weeks of all client data being received
  • Meet with your designated plan manager to review and discuss the plan
LPL Financial Creative Graphic

Tax Planning

Our Tax Planning Services team includes CPAs and specialists who can analyze your clients' cases and provide customized tax plans.

 

Key Features

  • Increase your value by helping your clients minimize future tax liabilities
  • Show tangible cost savings to your clients with an actionable roadmap
  • Expand your planning capabilities into a more comprehensive model that aligns well with your clients

 

LPL Financial Creative Graphic

High-Net-Worth Services

Get on-demand access to planning and investment specialists who can help you deliver an elevated experience tailored to A client's complex needs.

 

Key Features

  • Experienced planners create plan designs, summaries, and reports
  • Receive assistance with estate and philanthropic planning
  • Access an industry-leading investment tool to compare your client's current account against your proposed solution

LPL Assessment Tool

Find the Best Solutions for Your Needs

Answer a few brief questions, and the LPL Business Solutions Assessment Tool will match you with the solutions that are best suited for enhancing your firm the way you want.

Get Started

Still curious? Learn more about our services.

Planning Services

Paraplanning Services
High-Net-Worth Services
Tax Planning Services

Marketing Solutions

Learn More

CFO Solutions

Learn More

Advisor Institute

Learn More

Admin Solutions

Learn More

Let's Connect

Schedule a call with an LPL consultant who can answer any questions you may have about our suite of LPL Business Solutions.

Attending Focus 2024?

Visit one of our event booths to chat with a consultant and learn how LPL Business Solutions can fit your business needs.

View Our Breakout Sessions

 

For advisor use only, not for use with the public.
LPL Financial, Member FINRA/SIPC

Tracking #602534