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Virtual Chief Financial Officer

February 22, 2019

LPL Financial

Your personal Virtual CFO brings data, insight, and strategy to your business financials. You gain an in-depth view of your practice’s value, opportunities, and a customized action plan for reaching your goals.

Optimize the Growth and Valuation of Your Business

You have business goals, but do you have time to look at the big picture for how to reach them? Your Virtual CFO delivers a real time view of how your business is doing so you can fully focus on your clients.

Working with you, your Virtual CFO will share with you regular reports ranging from KPIs and financial metrics to budgets and forecasts to help you operate more efficiently.

To help you grow your business and increase the value of your practice, your Virtual CFO can also connect you to exclusive capital solutions, ROI guidance on a variety of growth initiatives, and help if you want to explore an acquisition or are planning your retirement

Advisors' Benefits from Virtual CFO

  • $25,000 average profit increase via expense savings and more revenue, based on VCFO recommendations
  • Advisors participating in VCFO experienced 2X greater growth compared with similar advisors not in the program
  • Easy-to-understand summarized forecasts, budgets, cost benefit analysis, and accounting data