Admin Solutions from LPL Financial

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Advisors, find more opportunities to focus on your clients.

As your business grows, so does the demand for your most valuable asset—your time. At LPL Business Solutions, we offer a way to preserve your time, and increase your capacity to serve your clients through an Admin Solutions professional.

We’ll carefully conduct the screening, hiring, and training process to ensure your professional is ready and able to help your business from the start. With an admin that’s well-versed in LPL systems, LPL tools, and business-standard processes, you’ll find immediate efficiency and improvement in each business day.

Reduce your to-do list.

Your admin professional can allow you to spend more time helping your clients reach their financial goals through a variety of operational tasks, including:

• Communication management
• Account management
• Calendar management

Increase your business’ potential.

Each admin will be able to apply their extensive knowledge and training on LPL’s latest tools and programs to the benefit of your business (i.e., ClientWorks & Account View, Move Money & Wealth Vision, and LPL Proposal Tool powered by AdvisoryWorld). As these tools and programs evolve, or as new resources are introduced, we’ll make sure your admin stays qualified and capable to apply the most up-to-date knowledge and skills to continue serving your business.

Benefits of utilizing Admin Solutions by the numbers:

• 40% savings on hiring expenses
• 75 hours saved per month on operational tasks
• 50% reduction in service calls
• 30% increase in eSignature adoption

Interested in learning more about the exclusive programs and services at LPL Financial, such as Admin Solutions, that can help you achieve your vision of business success? LPL’s representatives are here to answer your questions. Reach out today!