"Having freedom and flexibility is extremely important. The clients that we're serving in today's times have different needs and different wants, and so for us to truly customize something, we needed to work with a firm that allowed us to be entrepreneurs and really focus on what those needs were."

Benton Turnage, Gulf Point Advisors

Wondering what LPL is like from an advisor’s point of view?

There are many ways for financial advisors to partner with LPL Financial. And no matter how they choose to work with us, more than 20,000+ financial advisors share one thing in common: they have more freedom and flexibility to create, grow, and evolve their practices how they want.

In this video, hear from some of our advisors and institution professionals on how the flexibility of LPL resources, support, and services is making a positive difference in their individual pursuit of success and client satisfaction. 

Dory Rodriguez: Having that freedom and flexibility so that I could be at really important events for my children, you know, whether it's a school choir, or a hockey game for my boys, or, um, you know, my daughter's, you know, in singing, like being present at her concerts, that is so critically important to me.

Matt McAfee: I'm thrilled that we have such a competent partner in LPL who is managing parts of our business better than we could on our own. And that, to me, is at the heart of what a strategic partnership is. You don't have to be all things to every person, right? There's a reason all of us use different- different, uh, providers of services, because many times people can either do it better, faster, or cheaper than you can do it yourself.

Shari Miller: You know, I, I don't wanna be in the office every night until 7 PM. I had a client ask me the other day, "Well, you get in at 6:30, don't you?" Absolutely not. Uh, I would probably not be in this business if I had to be at work at 6:30 every day. So, I think that you know, that, that just feeds right back into technology and some of the tools that LPL's given us.

Kash Ahmed: So, the support and flexibility is, uh, is, is paramount because we run independent businesses, and LPL is our back-office partner. And without them, we, we cannot exist. Without the support of a large organization like LPL, I'm not able to serve my clients.

Cindy Gammon: So, the freedom and flexibility that we get from LPL is very important in that our business is very tailored to our clients' needs. Um, they have provided resources around sustainability that we did not have at our, at our prior broker dealer and we appreciate that support, um, and the flexibility to serve our clients. How? Because it's really, it's really about the clients. It's not about us. It's not about LPL. It's about them.

Merri Carol Hall: We have products and capabilities that we did not have before, that go much beyond technology. Goes to product set. Um, so we do have those enhancements that truly make me feel like I have the ability to offer my clients the best solutions.

Sanjay Das: I just don't care about all this noise and, and other stuff out there. And because I don't care about it anymore, it's just been free and I actually feel like our success as a firm has, has just, um, grown astronomically.

Benton Turnage: Having freedom and flexibility is extremely important. The clients that we're serving in today's times have different needs and different wants, and so for us to truly customize something, we needed to work with a firm that allowed us to be entrepreneurs and really focus on what those needs were.

Nicole Burdick: I think one of the greatest resources within LPL is the people. I have been blown away by the generosity of my peers who are fellow advisors, and also the generosity of the people at home office, just taking their time to support me and my practice. And I can tell that they really want me to succeed. And they're going above and beyond to make sure that I'm successful and have what I need.


Disclosure

The views and opinions expressed by the LPL Financial Advisor(s) are as the date of the recording. These views may not re representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The content is designed for licensed financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.

The views and opinions expressed by the LPL Financial representative are not indicative of future performance or success. LPL Financial cannot be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Securities and insurance offered through LPL, or its affiliates are: Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed| Not Bank/Credit Union Deposits or Obligations | May Lose Value

The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success.

Any Advisor firms mentioned are a separate entity from LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC.

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