Financial Advisors & Institutions

Hey there. A quick internet search told me that there was one Swiss Army knife made with 87 different tools that could help someone accomplish an identified…141 different tasks and more than 12 thousand uses. That’s a lot of flexibility in your pocket.

As a financial advisor today, you need access to that kind of flexibility to help you manage all aspects of your client’s financial journey.

LPL’s strategy is pretty simple: financial advisors are the experts about what’s best for their clients. This means…  we must  build an evolving Swiss army knife of tools, resources and services - so that, no matter WHAT you need, or WHEN you need it, you can look to us for support and the solutions you need for your business.

Right now, you can choose from tools/services like:

• Financial planning
• Banking
• Lending
• Estate planning
• Tax planning
• And much more

Pick what you want, when you need it. That kind of flexibility translates into the freedom to build the business you want and take care of clients with what you know they need.

This thought leadership series highlights some of what LPL advisors have access to, but there’s so much more available or coming soon based on your feedback.

I’m hopeful that this series will provide you the insights on LPL capabilities to help you better serve your clients. 

We do aspire to be your Swiss army knife, so that you can drive your practice however you best see fit. Thank you for spending the time to learn a little bit more about how we can help you serve your clients.