LPL Financial Advisor Insights

As a financial advisor, growing your business means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your practice, as well as the latest news and updates from LPL Financial.

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illustration, five advisors in meeting looking at pie chart on screen

How to Know It’s Time to Sell Your Financial Advisory Practice

| Jeremy Holly

As your financial advisory business nears peak value, it can be difficult to step away. Whether your practice has grown, you’re ready for a change, or are exploring retirement, it may be time to consider selling.

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5 Planning Conversations for Banking and Lending

| LPL Financial

Advisors who ask the right questions about banking, lending and cash flow unlock stronger client relationships and have experienced faster AUM growth. Explore five conversations to get started.

illustration, five advisors in meeting discussing financial metrics on screen

Valuation vs. Realized Value: What Advisors Keep

| LPL Financial

Realized value is the amount you keep after a deal closes, accounting for deal structure, diligence adjustments, and taxes. It often differs significantly from the valuation used to open negotiations.

illustration, three advisors looking off into the distance

Why Mid-Year Is an Advisor's Best Time to Evaluate a Move

| Kimberly Sanders, Head of Client Readiness

Discover why the second half of the year can be the ideal window of time for financial advisors to evaluate independence and plan their next move with confidence.

Nate Cloutier, Cloutier Wealth Management

From Pro Sports to Fee-Only Advisor: Nate Cloutier

| LPL Financial

Nate Cloutier found the freedom, flexibility, and autonomy he was looking for as a fee-only advisor on LPL Financial's Registered Investment Advisor platform – and you can, too. Learn how.

illustration, financial advisor in virtual meeting with another discussing metrics

Tax Strategy: The New Center of HNW Advisor Planning

| LPL Financial

Learn how proactive tax strategy deepens HNW client relationships, creates planning opportunities, and differentiates advisors in a competitive market.

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Advisor Tech Stack: 6 Tools to Scale Your Practice

| LPL Financial

A practical guide to the six technology categories every advisory practice relies on — and how to evaluate whether your current setup is helping or holding you back.

illustration, advisors celebrating a win raising gold cup in air

What HNW Women Want from Their Financial Advisor

| Tara Popernik, CFA®, CFP®

With women projected to control two-thirds of U.S. private wealth by 2030*, advisors who build relationship-centered, values-aligned practices will gain a durable competitive edge.

illustration, three advisors in meeting looking over the numbers on screen

Advisory Practice Valuation: What Buyers Want

| LPL Financial

Buyers judge financial advisory practices on more than numbers. Discover the five key factors shaping market value and how to prepare your practice for sale.

illustration, a network of advisors in bubbles with two shaking hands

Competing on Trust: Brand Strategies for Advisors

| Kimberly Sanders, Head of Client Readiness

For financial advisors building or redefining their brand, especially those stepping into independence, credibility is foundational to growth.

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