“With a large retirement plan business serving hundreds of individuals and dozens of companies, we were looking for a partner that could provide the tools and resources to operate more efficiently. We were impressed by LPL’s capabilities and technology, and how the integrated pla...

LPL Financial’s independent model fit the criteria they were seeking in a growth partner. “We wanted the support and tools from a large organization, and we wanted to have more choice in the products we can offer our clients.” –Bob Judd, Beltz Ianni & Associates

“I believe LPL cares about their advisors. We’ve seen that with the continued focus to enhance their platform to benefit advisors and their clients. And there’s a human element they provide. When we need answers, we get them from real people, right away.” – Mike Stieglitz

Financial advisors and professionals play a unique role in helping clients pursue their financial goals, building their clients success with LPL. Learn how.

Investors are increasingly demanding greater transparency about how and where their money is invested. For many of today’s investors, the way they invest matters. Sustainable investing offers investors the opportunity to build wealth responsibly without sacrificing investment pri...

When it comes to making it easier for advisors to do business with LPL Financial, Managing Director Andy Kalbaugh said feedback plays a key role in helping the company continuously improve.

Financial advisors, learn 6 steps to help you harness the power of client testimonials in your marketing strategy and expand your reach with prospects.

Father and son Mark and Sam Shepherd, both LPL Financial advisors, are working together to build a sustainable legacy. Taking the wisdom of experience while embracing the trends of the future has set this family on the road to continued success.

“It came down to the technology and service, …everything that LPL provides combined with the small town Midwest-feel of JFC’s customer service.” - Eric Fenton

A new SEC rule has financial advisors thrilled about a new opportunity allowing testimonials to enhance their marketing plans. Learn what you can do.