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 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, advisors celebrating a win raising gold cup in air

Scaling Your Advisory Firm: Strategies for Sustainable Growth

| LPL Financial

Rapid growth can signal success, but it also introduces new challenges for financial advisors. Learn how Marcia Anton transformed her firm from reactive complexity to intentional, sustainable scale through improved operations and strategic planning.

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.

Financial Advisor Alex Williams

From Wirehouse to Independence: Advisor Success Story

| LPL Financial

After 25 years at a captive firm, financial advisor Alex Williams had a thriving practice but no control. Discovering LPL Financial's Independent Advisor Network gave him independence with support and helped him reclaim his time, expand services, and build an enduring enterprise.

illustration, three advisors looking off into the distance

Financial Advisor Transition Guide & Checklist

| LPL Financial

Learn how LPL Financial is driving innovation to reduce the complexity, time, and workload – while increasing overall satisfaction – for financial advisors transitioning their practice.

illustration, three advisors coming up with ideas, cogs, lightbulb

Redefining the Financial Advisor Transition Experience

| LPL Financial

Transitioning your financial practice doesn't have to be overwhelming. Learn how LPL Financial's modernized onboarding experience reduces manual work, accelerates repapering, and keeps you focused on clients.

illustration, two advisors celebrating with a high five

Teaching Kids Smart Money Habits: 5 Practical Strategies

| Tara Popernik, CFA®, CFP®

Help families raise financially confident kids. Five advisor strategies to teach smart money habits, combat social media misinformation, and build trust with the next generation.

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