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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
Each conference rejuvenates me, raises the bar and challenges me, and my team, to be the best.
- LPL Conference Attendee
Learn. Lead. Repeat.
Throughout the year, you’ll gain access to dynamic and engaging learning conferences regarding all aspects of our industry and its evolution. Explore your opportunities below:
National Conference
Focus
Come experience the premiere sales and education event of the financial services industry. Open to advisors and staff of all levels, conferences offer the opportunity to join with industry experts, peers, sponsors, and LPL leaders for invaluable learning.
Product and Platform Conferences
Alternative Investments Symposium
This symposium showcases current industry trends with a specific focus on alternative products and strategies that deliver new financial solutions for your business. Gain insights from experienced subject-matter experts and industry-leading sponsor firms that will help you positively impact the financial lives of your clients.
Accelerate
This exclusive, invitation-only, regional event delivers strategies and tools to grow your business. Network with top-producing peers, industry leaders, and internal business partners and take a deep dive into resources and tools for strategies you can implement immediately.
Private Wealth Symposium
This exclusive, invitation-only event delivers insights into the high-net-worth marketplace and technical content around the multidisciplinary nature of wealth management. Explore ideas on familial wealth, contemporary planning, investing, and practice management to deliver an exceptional client experience.
Annuity and Insurance Leaders Forum
This powerful leaders’ forum event offers a unique and one-of-a-kind advanced learning experience for the top annuity and insurance producers with thought leadership on behavioral finance themes and applied concepts.
Annuity & Insurance Symposium
With a dedicated focus on the annuity and insurance industry, this symposium offers general sessions covering a complementary mix of planning issues, product and industry trends, positioning strategies, sales practices, and tools for efficiency, as well insurance-carrier breakout sessions.
Bank and Credit Union Conferences
Bank Executive
This innovative event offers you the opportunity to collaborate on strategies for consistent growth in bank wealth and investment programs. You’ll get to work with peer leaders, exchanging insights and building a shared understanding of current trends.
Credit Union Executive
At this event, credit union leaders share the latest financial industry news and best practices for business growth and retention. You can also collaborate with program leaders to develop strategies for consistent growth in credit union wealth and investment programs.
Practice Management Conferences
Advisory & Research Due Diligence
This forum introduces advisors to the LPL Research team and provides training on the mechanics of portfolio construction, asset allocation, positioning, buying, and selling. You’ll also join interactive sessions with the LPL Advisory Consulting team and asset managers on a variety of industry-related topics.
Program Leadership Conference
Come develop and fine-tune your skills for financial institution investment program success through dynamic main stage presentations and breakout sessions. Join roundtable discussions and leave invigorated, empowered, and prepared to lead your advisors through changing times.
Sales Management Workshop
This exclusive event is designed for the unique needs of investment sales managers in financial institutions. Through experiential learning and tactical application of key concepts, you’ll explore executable and repeatable sales management best practices and other proven methods to inspire and coach advisors, and much more.
Advisory Leaders Forum
The top 100 fee-based advisors are invited to join this customized event on business development and client management techniques that challenge attendees to improve their practices. In the forum you’ll learn successful business models and strategies in critical advisory disciplines, including high-net-worth solutions, client experience, and more.
Women Advisor Leaders Forum
This event brings together our top women advisors for two days of dynamic speakers, targeted breakouts, and innovative social events to facilitate networking, idea sharing, learning from industry leaders and key sponsor partners.
Retirement Plan Conferences
Retirement Partners Regional Workshops
These regional workshops are designed for advisors who would like to learn about Retirement Partners tools and services and are interested in growing their retirement plan business.
Retirement Partners Symposium | East & West
Learn more about new retirement-plan-focused initiatives at LPL, gain insights from industry experts, and network with peers about best practices and more.
Retirement Partners Leadership Forum
Share and discuss your experiences with Participant Advice Solution and gain tools and insight for growing the retirement segment of your practice.
Retirement Partners Annual Conference
Our annual conference for retirement plan advisors brings together leading minds from within the industry, provides a forum for exchanging ideas, and offers comprehensive, educational workshops to help you drive business growth in challenging, changing times.