Downsize Your To-do List. Upsize Your Time for Clients.
When you partner with LPL, one of the services you can take advantage of to run your practice the way you want is LPL Admin Solutions.
You’ll be paired with a go-to professional to help you manage your practice. From simple tasks like answering phones and maintaining your calendar to helping with client profile management and opening new accounts , your admin is on hand so you can be there for your clients.
Advisor potential benefits from LPL Admin Solutions:
- 40% average cost savings vs. hiring traditional in-office support staff
- 75 hours average time saved each month on operational tasks
- Up to 70% reduction in rejected paperwork
- 50% average reduction in calls to LPL Service Center
- 30% increase in adoption of eSignature
- Improved end client experience
- More efficient CRM usage, data, and reporting