Exploring technology as a differentiator for your practice

In this episode of LPL’s advisor community conversation series, “Around the Table,” LPL advisors join Greg Gates, managing director and chief technology and information officer, to talk about the evolution of the financial service industry and how technology plays an essential role in managing your business, practice management and client accounts. Hear how these financial professionals leveraging the latest technology solutions to engage with existing clients, grow their business and manage their overall practice operations.

To watch individual segments see below:

Building Tomorrow Together

We’re working with our advisors and institutions to create a new way of delivering financial advice. Together, let’s create something new.

LPL Technology Solutions

LPL Financial continues to create technology solutions for financial advisors, and their investors, to improve advisor efficiency and investor access.

Confidentially Connect

Like what you heard? Connect in confidence with one our experienced consultants to learn how LPL can support your move to independence.