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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
Episode 1: Why Diversity and Inclusion is Important
Diversity and inclusion. It’s the right thing to do. For financial advisors, it’s also crucial to reaching an increasingly diverse client base — and understanding and meeting their needs.
Episode 2: The Difference Between Diversity and Inclusion
Diversity focuses on differences. Inclusion is about understanding and embracing those differences. What are you doing to create an environment in which different kinds of clients can feel comfortable trusting you with one of the most personal areas of their lives ─ their money?
Episode 3: Be Authentic and Find the Common Thread
For financial advisors, one of the most important ways to reach a more diverse client base is to find the common threads that connect people. Among them: the need for financial planning services.
Episode 4: Growing a Diverse Team and Practice
To grow a diverse financial planning team and practice, financial advisors should keep one important word in mind: empathy. It can help advisors connect with prospective clients and employees from diverse backgrounds. And, numerous studies show that increasing empathy can lead to a more successful business.
Episode 5: A Modern Community of Investors
It's no longer business as usual for financial advisors. The changing demographic composition of prospective investors requires advisors to think differently, communicate more thoughtfully, and employ greater empathy.
Episode 6: How Diversity & Inclusion is Personal
Diversity and inclusion is more than awareness. It's more than a social responsibility. It's more than a competitive advantage. It's more than an employment strategy. It's personal – and it affects everyone at some level
Episode 7: One of the Few
Despite efforts at diversity and inclusion, many financial advisors still find themselves in situations in which they’re among the few advisors representing certain backgrounds. What are advisors doing to change that and is it making a difference?
Episode 8: Come Up and Say Hi
Inclusion. Sometimes the easiest way to promote it and practice it is to simply say hello to someone.