Clientworks Meeting Manager
Meeting Manager is LPL’s proprietary digital meeting preparation solution integrated directly into ClientWorks, LPL’s advisor workstation. Available at no additional cost, the solution communicates with multiple LPL technology solutions, making it easy for advisors to schedule, run, follow-up, and complete meetings all from one system. •Streamlines meeting workflows, reducing administrative tasks, with features including: —Built-in checklist —Ability to customize and create templates, schedule documents to be available digitally before the meeting —Bundles it all together for a custom .PDF package •Helps reduce risk by tracking fulfillment of client annual meeting requirements; can submit compliance forms directly from the tool and store meeting documents compliantly for future reference •Enables a consistent experience for clients from advisor-to-advisor within an office
Business Strategy Services
LPL Business Strategy Services is the evolution of LPL’s offering previously known as CFO Solutions, emphasizing strategy and insight beyond just the financial considerations of running a business. Business Strategy Services provides a skilled business strategist to deliver personalized, executive insight to help advisors run their business more efficiently and profitably at all stages. We help advisors identify and implement cost-savings and revenue-generating opportunities; understand key drivers to maximize their business valuation; and ensure meaningful progress in the pursuit of achieving business objectives.
Black Advisor Voices Video Series
LPL’s expanded the inclusive and important discussions of its Black Financial Advisor Business Community with the launch of a second diversity video series, Around the Table: Black Advisor Voices, hosted on LPL.com/Newsroom. The Around the Table series features honest conversations among LPL leaders and advisors from a wide variety of backgrounds designed to encourage the conversation on why diversity and inclusion is important — and how embracing it can help grow advisors’ businesses. Black Advisor Voices was showcased throughout February for Black History Month and features six LPL Black advisors sharing their unique perspectives on overcoming barriers to success, why they chose to become independent financial advisors, the importance of mentorship, and how the industry can better serve the Black community, among other topics.
LPL’s M&A Solutions launched in 2021 to address a growing demand for strategic mergers & acquisition support with dedicated programs for both buyers and sellers. M&A Solutions provides buyers with a fully integrated, end-to-end experience led by LPL’s professional M&A practitioners to develop their buyer value proposition, meet prospective acquisition targets via a proprietary digital marketplace, evaluate deal opportunities, and progressing deals across the finish line with specialized deal execution and financing supporting. For prospective sellers, M&A Solutions helps advisors realize the value in their business through full sell-side support to define their ideal outcomes, find their right buying partners, negotiate a successful sale, and realize the value of their business.
LPL Paraplanning Services is an offering designed to grow advisors’ capacity and enhance the delivery of financial planning efforts. Advisors are able to outsource the more time-consuming operational elements of plan generation to a team of LPL-employed paraplanners who operate as an extension of the advisor’s practice. Paraplanners work together with advisors to learn about their clients’ needs. They gather and input data into financial planning software to generate insights and provide advisors with a complete financial plan for their clients. This plan becomes the guide for advisors and their clients, with plan maintenance available on an annual basis.