Welcome to LPL Live

In this episode of LPL Live, we bring together LPL executives and advisors to talk about the opportunities that exist in every business and how leveraging the right resources and solutions can help you take your business to the next level. Learn how we’re Building Tomorrow, Together.

Segment 1: Growth Solutions

Alisa Maute, executive vice president of Growth Solutions, shares how LPL is working one-on-one with advisors to identify challenges in their business or program, and develop a strategy for growth.

Segment 2: Enhancing Your Client Experience

Scott Belous, executive vice president of Investor Experience, offers a roadmap of enhancements and outlines the benefits of providing a personalized experience to your clients.

Segment 3: Building Communities

Kimberly Sheehy, senior vice president of Communities, shares the importance of building a peer network and how LPL is supporting this effort to bring advisors together.

Segment 4: Growth and Technology Support

Hear from LPL advisors about how they are growing their business and leveraging technology to succeed.

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.

Account View 2.0

Account View lets your investors connect with their financial accounts anytime, anywhere. Learn everything that Account View has to offer.

Confidentially Connect

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