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, three advisors looking off into the distance

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

| Kimberly Sanders, Head of Business Solutions Strategy & Growth, LPL Financial

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.

Illustration, magnifying glass looking at search box with informational graphs

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 Business Solutions Strategy & Growth, LPL Financial

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

illustration, advisor with briefcase running down track to end point

Rethinking Banking & Lending in Your Advisor Practice

| LPL Financial

The heart of wealth management lies in helping clients secure their financial futures. It’s about developing financial plans and portfolios aimed at building build wealth for them, their children, and their grandchildren to enjoy later.

illustration, four advisors looking over information on a screen

Advisor Liquidity Planning: Strategies for Growth

| LPL Financial

Liquidity planning is no longer just an exit strategy. Today, it plays a critical role in supporting business growth, managing concentration risk, and laying the groundwork for future transitions. Explore how financial advisors use liquidity earlier in their careers to align their practices with long-term objectives.

illustration, two advisors celebrating with a high five

5 Ways Advisors Can Build Client Confidence in Investing

| Tara Popernik, CFA®, CFP®

Help turn market uncertainty into clarity. Learn how financial advisors can connect goals to outcomes, reframe risk perceptions, and strengthen client relationships through purpose-driven planning.

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