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LPL Advisor Showcase

An Institutional Advisor’s Commitment to Clients and Community

Financial advisor Michael Núñez finds working at his local bank branch helps him engage with his community, while resources and support from LPL enable him to serve his clients more effectively.

Insider

Partner with Marketing Strategists Who Know You and the Financial Industry

Hear one advisor’s take on how to determine your marketing goals, establish your brand, and deliver cohesive, centralized client communications.

Insider

Qualifying for LPL’s Club Program Can Unlock Unique Resources

Is 2024 your year for growth? LPL’s Club Program recognizes and celebrates our top-performing financial professionals, and blends networking, education, and inspiration with exclusive events and rewards.

LPL Advisor Showcase

How One Advisor Puts Life Experience into Customized Client Services

Personal experience has given advisor Carly Golias specialized skills to provide clients with tailor-fit services. And with LPL, her firm has the right tools to run a more efficient financial planning practice.

Practice Pointers

3 Tips For Your Clients When Using Account View

Account View’s modernized, intuitive dashboard provides a simple layout of your clients' investment portfolios. Learn how to help them maximize their experience.


EXCLUSIVE LPL ADVISOR CONTENT

Grow Your Business Through Podcasting

Podcasts are a powerful tool to reach new clients, especially next-generation investors. They can be an efficient and effective way to show your expertise to a wide audience and provide relevant content.

How Do You Deliver Great Advice?

You want to do great work for your clients and strive to help them reach their goals. Expanding the depth of your advice can improve results for them and help you gain wallet share.

How Can You Get Ready for an M&A Transaction?

Acquisition strategies can grow your business. Our M&A team offers insights and guidance on preparing for future deals, sourcing and winning transactions, and the support LPL can provide in your buying efforts.

LPL SHOWS: WATCH, LISTEN, AND READ

LPL advisor stories on how they run their practice, their way

Dialogue on business best practices and tools for success

LPL news and stories to keep you in-the-know

Tips to help you best leverage tools and processes

Insights on LPL strategy, priorities, and improvements for your business

Interviews with LPL leaders and partners on hot topics

LPL Research discusses this week’s market news and trends

LPL Research talks trends in the market for you and your clients

Timely updates from LPL leaders and partners

LPL employees and advisors share great stories on culture

Roundtable discussions among advisors on what matters to them

Thought leadership ideas from LPL

Premier annual conference for LPL advisors

The week’s market outlook from LPL Research

LPL Research’s Chief Economist shares weekly insights that impact you and your business