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The Benefits of a Personable, Holistic Approach to Financial Planning

LPL Financial advisor Michael Gennawey shares how he makes an impact in his clients’ lives with his holistic approach to financial planning. Learn more.

The CARES Act

LPL is committed to providing financial professionals with information, resources, & support to help them help you. Learn what LPL Financial is doing.

5 Ways to Capture Multigenerational Wealth

Learn tips to position your practice for long-term success by capturing & leveraging multigenerational wealth.

The One Thing You MUST Do To Succeed with Social Media Marketing

Knowing your audience can be a driving factor in the success of your social media marketing efforts. Know and speak directly to them to increase engagement and attract valuable prospects.

The LPL Service Model | LPL Financial

Serving you, your staff, and your clients is the core of our cultural mission. That includes getting you the information you need quickly and efficiently; keeping policies and procedures as simple as possible; and offering technology that meets your needs, is easy to use, and hel...

Seven Steps to Host a Successful Virtual Event

When it comes to marketing, virtual is the new normal. Learn how to reach and engage your target audience and find other valuable insights on how to host a successful virtual event.

Why Podcasting Should be Part of Your Marketing Strategy

If you’ve ever considered adding a podcast to your marketing strategy, now is the time to start. LPL walks you through how to get started.

LPL Live: Choice Matters for Financial Advisors

Learn how LPL is evolving services to provide more flexibility to advisors.

Top Reasons Advisors Should Create a Google Business Profile

Learn how financial advisors can leverage Google Business Profiles to increase visibility, credibility, qualified leads, and engagement with clients.

LPL Financial Welcomes Chesapeake Investment Planning

“Since coming back to LPL, I’ve also been so impressed with the company’s service transformation. The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.” – Todd Wilhoit