We’re cultivating an ecosystem that makes big feel small in ways that matter most to financial professionals.

- Regina Heyward, senior vice president, Client Communities & Sustainability

Client Communities: For you, by you

The foundation of strong communities is derived from relationships built on mutual concerns, shared interests, and the ability to grow.

As the financial landscape continues to shift, financial professionals can expect new ideals around what it really means to be part of a community. LPL Financial’s Client Communities team is committed to making financial advisors and professionals feel connected to the firm, opportunities, and your peers.

“We’re cultivating an ecosystem that makes big feel small in ways that matter most to financial professionals,” says Regina Heyward, senior vice president, Client Communities & Sustainability. “Through a newly developed client-centric framework focused on communities, they can connect, integrate, and grow their businesses through personalized experiences.”

In this video, four other LPL advisors share what community means to them.

Voice over:
The power of community at LPL is committed to you. Committed to helping you feel connected to the firm, to opportunities, and to your peers. Through Client Communities, you can connect and learn from others like you.

Terry Colen:
Resource. And the reason I say resource is because I love being able to pick ideas and best practices from multiple advisors, and I use them as a resource to help me best serve my clients and my business needs.

Joyce Rojas:
It would be inspired. Because it's very daunting to have a business that you're trying to grow on your own and trying to grow it organically. And hearing other people's stories and their journeys through this is very inspiring and it makes me feel like I'm not alone.

Jesus E. Lopez:
It will be supportive. Because really since I came from another broker-dealer four years ago, I have felt that. I have felt supported through all the different like the transition and learning and putting all together back the tools that I need to grow my practice. So that would be the word I would choose, supportive.

Marci Bair:
The one word that comes to mind when I'm thinking about our Advisor Business Community, which is the Pride Advisor Community, is really belonging. It's really all about just feeling like we're together and we're not alone and we belong to a larger organization that supports us.

Voice over:
The foundation of strong communities is based on mutual concern, shared interests, ability to mature and grow.

A community for you, by you.

Connect. Integrate. Grow.

The value-added community networks can help you achieve goals and pursue your interests. It will be a space where you, strategic partners, and home office employees can connect and engage with one another – inspiring the sharing of information and improving experiences.

With a network of more than 20,000 advisors and 20 strategic partners, Client Communities will leverage each other’s industry knowledge and experience to create safe spaces where you can truly thrive and focus on:

  • Individualized peer interactions based on model affiliation
  • Personalized business growth offerings
  • Access to LPL’s leaders, solutions, and services
  • Increased access to best practices
  • Ability to build relationships at scale
  • Increased peer sharing
  • Quicker problem solving through peer sharing

The views and opinions by the Financial Advisor(s) 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.

For financial professional use only.

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