White Papers & Insights

Amplify your strengths as a financial advisor by expanding your knowledge. Review these resources, including white papers and case studies, for strategies you can use to more effectively guide your clients and build your practice.

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LPL Research's Outlook 2019

Use the Outlook 2019 to help you focus on what really matters in the markets over the coming year.

Tailoring Your Financial Advisory Services

Find out how to create a custom advisory plan for each client, designed to last a lifetime.

Build Your Business Like a Boss

See how a scalable business model can fire up business growth and help position you for the future.

Weighing The Potential Impact of PE Ownership

Learn how a strategy predicated on making a quick exit could negatively impact your business and clients.

Transitioning Your Business

Learn the truth about transitioning, and how a move could be the best business decision you make.

3 Ways to Drive Practice Value

Learn how top advisors manage operations, strengthen relationships, and lock-in future value.

Helping Clients Weather Market Volatility Guide

Learn actionable strategies you can use to reassure clients and reinforce your value during uncertain times.

4 Reasons the Demand for Advice is Booming

Learn how advisors are in demand as regulations tighten, technology evolves, and generations shift.

What the New Tax Law Means For You

Learn how to maximize your value as a financial advisor and business owner under the new tax law.

How to Find the Firm That's Just Right

Evaluate whether your broker/dealer can support your goals and client needs.

The Advisor's Guide to Digital Marketing

Explore ways to build your business and deepen client value through today’s digital opportunities.

The Art & Science of Scaling

Learn how to pursue your goals through practice scalability and personalization.

From Prospect to Pipeline: Build Strong Relationships

Discover strategies that deliver on client’s needs, speak to their goals, and help build strong relationships.

LPL Research's Midyear Outlook

Discover how evolving market dynamics can affect the investment outlook for the remainder of 2018.

Meeting Client Milestones

Making these simple changes to your book of business may help increase its value.

5 Strategies for Improving Business Valuations

Learn how practicable enhancements can increase the value of your business to a buyer.

2018 Action Plan: Mastering Change

Gain instant access to actionable insights and step-by-step strategies for helping you get ahead.

Choosing the Right Partner to Drive Client Loyalty

Learn how to cement client loyalty by choosing a firm strong in customer satisfaction.

5 Steps for a Smooth Transition

Learn how fundamental transition planning can unlock potential in you and your practice.

Moving to Advisory: Client Retention & Referrals

Discover the benefits LPL advisor, Michael Shanahan found in making the move to advisory.

Transitioning with Confidence

Learn how LPL's precision-guided transition processes helped elevate Tony Mayo's practice.

Creating a Plan of Your Own

Create a succession plan to help fully realize your practice’s value and ensure continuity on your terms.

Redefining the Path to Growth

Hear directly from a bank executive who grew the business to better serve clients' needs.

Technology for the Long Run

Discover the potential benefits of LPL's technology platform from an advisor maximizing its use.