LPL Financial Helping Real People with Real Results

LPL Business Solutions helps advisors take their practice to the next level with Admin Solutions

Sharon and Dennis Grinestaff love delivering results. Over the past 20 years, as co-founders of the Baltimore-based Shariden Consulting & Wealth Management, they’ve built their firm by developing a strong relationship with each family they serve.

“We apply our systematic planning approach, The EPPIC Method®: 5 Steps to Be More Healthy, Wealthy and Wise,™ to help our clients evaluate, plan, protect, and invest by coaching them to set and attain goals, while being by their side through all of life’s obstacles and transitions,” Sharon says.

As business owners, parents of two young children, fitness buffs, and sports fans, they lead an active life. As they considered how they could best support their clients while taking their firm to the next level, they explored LPL’s Admin Solutions program.

This led the Grinestaffs to be paired with Jesica Greene in February 2018 as their admin.

The Grinestaffs said Jesica has become an integral part of their firm, and handles all account opening and maintenance, and oversees deposits, transfers, and distributions. She earned the title of Director of Operations and Technology Liaison because she immediately demonstrated trust and accuracy.

“There are not enough words to describe the quality of work that Jesica produces. Her placement in LPL’s Fort Mill headquarters gives her direct access to LPL’s people and systems, enabling her to be more proficient than anyone we could hire and train,” Dennis says.

Recently, after a long day of appointments and family life, Sharon sat down at 9 p.m. to start the preparing for the client review appointments scheduled for the following day. As she settled in for a long night of work, she was delighted and relieved to see that Jesica had already completed the necessary pre-appointment work, without being asked, or having been officially assigned the task.

“She is consistently proactive. She was instrumental in the construction of workflows in our CRM, the most robust and important of which is the annual client review meeting. She was a huge help to our team by consulting on the planning, building, and implementation of multiple workflows. Her input has helped us execute efficiently and has been invaluable,” Dennis says.

While some financial advisors may be reluctant to consider a remote employee due to lack of face-to-face connection, Sharon and Dennis have embraced technology to increase Jesica’s visibility and connection with their clients.

“Each client schedules a call or screenshare virtual meeting with Jesica so she can introduce herself and help them become familiar with Account View, WealthVision, and the client tools on our website. This step in our process has allowed our clients to feel as if they know her even though she is miles away,” Sharon says.

The addition of an admin from LPL’s Admin Solutions program has enabled the Grinestaffs’ team to focus on developing robust communications, welcoming and onboarding new clients, and expanding the firm’s community outreach.

“Incorporating Jesica into our team has been seamless. It is wonderful to have her as an advocate inside of LPL,” Dennis says.

The LPL Business Solutions Suite

• Admin Solutions pairs you with a fully trained, experienced administrative assistant, helping you to save money and time, and focus on your clients.
  
  
• Marketing Solutions matches you with an experienced consultant who creates and executes a personalized digital marketing strategy to help you maximize your reach and stay connected with clients and prospects.
  
  
• Business Strategy Services helps you optimize growth, scale, and profitability of your business with a personal business strategist who will create a strategic plan and detailed task list to help you achieve your objectives.
  
  
• Digital Office helps to create a smart, secure office network – from software to connectivity.

If you think that our admin, marketing business strategy, or cybersecurity services could be right for you and your business, visit www.LPLBusinessSolutions.com.

The views and opinions expressed by the LPL Financial Advisor(s) are as of the date of publication. These views may not be 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. There is no assurance that the advisory platforms discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to affect some of the strategies. Investing involves risks including possible loss of principal. This material is intended for Financial Professionals.