LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business

Core Insights - LPL Financial aims to enhance the success of financial advisors and institutions by providing personalized support, innovative technology, and growth planning [1][2]. Business Solutions Expansion - LPL has expanded its suite of business solutions from three to 14 services over the past six years, with plans to reach 20 by year-end, co-designed with advisors to tackle common challenges [3]. Advisor Performance Insights - Research indicates that the top 10% of LPL advisors, who utilize at least two core functions like marketing or administration, earn three times more revenue than their peers while working similar hours [4]. New Services Introduction - LPL has introduced new Payroll and HR Solutions to address talent management needs, providing comprehensive support from setup to ongoing guidance [5][6]. - A Tech Consulting service has been launched to help advisors optimize their technology setups, addressing the dissatisfaction of 48% of advisors with their current technology [7][8]. - The Chief Investment Officer service offers advisors access to dedicated investment expertise, enhancing their strategies and client interactions [9]. - The LPL Growth Program provides personalized coaching to help advisors achieve their growth objectives through tailored sessions [10]. - A new Digital Marketing Platform is designed to improve client engagement through personalized communication across various digital channels [11]. Capital Support for Advisors - LPL Capital Partners is committed to providing capital for growth, liquidity, and succession planning, ensuring advisors can maintain client relationships and legacy [12]. Company Overview - LPL Financial serves over 23,000 financial advisors and is dedicated to supporting an advisor-mediated model, allowing advisors the freedom to choose their business model and services [14].