NEW! Partial Book Sales now has a higher upfront payout. Get the details.

Build Your Extraordinary Business

Elevate your client experience, backed by a strategic partner to help accelerate the success of your practice.

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LPL Business Solutions — Helping You Achieve At Every Step

Whatever your goals, we’ll partner with you to expand your capabilities and amplify your results, from business development and consulting to back-office support — and beyond.

With LPL Business Solutions at your side, you’re equipped to boost performance and supercharge efficiency so you can focus on what matters most — delivering extraordinary value to clients. We provide capacity, insights, and strategic guidance to help you do just that. We understand where you are on your journey and what it takes to help you succeed your way. Put us to work for you.

Get started today by defining your needs to discover a curated path to expand your business.

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Our Solutions Are Built Around You

Explore our broad range of consultative and executional solutions covering financial planning, operational, and business needs — and beyond.

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Admin
Solutions Bookkeeping
Services Digital
Office M&A
Solutions Paraplanning
Services Tax Planning
Services

Advisor
Institute CFO
Solutions High-Net-Worth Services Marketing
Solutions Partial Book
Sales

Assurance
Plan CRM
Services HR
Fundamentals Payroll
Solutions Succession
Planning

Admin Solutions

Are you spending too much time on daily administrative tasks?

Your clients need your time and attention to help guide them toward their financial goals. Admin Solutions provides reliable, LPL-trained admin support to fit your business and your schedule, freeing you to focus on what’s most important—to you and to your clients.

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Assurance Plan

Is your legacy protected?

To protect your loved ones and your clients from serious risk in the event of your unplanned exit from the industry due to death or incapacity, the Assurance Plan safeguards the equity of your business when you’re not there to protect it yourself.

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CFO Solutions

Do you need a strategic partner to help guide your way to success?

Look no further than LPL’s CFO Solutions for personalized guidance and strategies built to your business growth goals. Your dedicated CFO strategist will also help you navigate LPL and connect you to the right people and process expertise.

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Digital Office

Is your business and client data protected and secure?

LPL’s Digital Office suite of services can help defend against cybercrime, keep your systems compliant, and enable you to share documents or files safely and securely with colleagues and clients.

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Advisor Institute

Do you need help upskilling your talent?

If you’re adding new advisors to your practice, or wanting to accelerate performance, LPL’s Advisor Institute is your one-stop shop for hiring and training help. Our comprehensive programs give them the tools they need to be successful and you the ability to keep your focus on your clients and your business.

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Marketing Solutions

Are you effectively marketing your practice?

LPL’s Marketing Solutions takes the stress out of navigating the world of digital marketing. We can help expand your online presence, showcase your value proposition, upgrade your website, and help you build strong and lasting connections with your clients.

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Bookkeeping Services

Want to spend less time in your books and more time with your clients?

Dedicated support from LPL’s Bookkeeping Services gives you a clear picture of your books to help streamline your business decisions. Your LPL bookkeeper will provide the accurate and timely financial information you need to manage and grow your business.

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M&A Solutions

Are you considering buying or selling a practice?

LPL’s M&A Solutions offers end-to-end support for your acquisition or merger to make the process easier, faster, and more cost-effective, with comprehensive support throughout your transaction.

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Paraplanning Services

Thinking about adding or expanding your financial planning offering?

Put a qualified financial planner on your team and differentiate your practice with a more comprehensive planning model without having to increase your payroll. LPL’s Paraplanning Services helps you launch, enhance, or scale your financial planning practice with a team of planning experts.

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Partial Book Sales

Are you spread too thin or evolving your goals?

It may be time to strategically right-size your practice by transitioning accounts that no longer fit your business model. LPL’s Partial Book Sales ensures a seamless transition so you can regain focus on what’s most important to you.

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CFO Solutions

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High-Net-Worth Services

How can you exceed the expectations of your affluent clients?

To win and retain high-net-worth clients, you need to deliver an elevated experience with services tailored to their complex needs. LPL’s High-Net-Worth Services gives you on-demand access to an experienced team of professionals, including planning and investment specialists.

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Tax Planning Services

Are your clients paying more in taxes than they need to?

LPL’s Tax Planning Services team includes CPAs and specialists who can analyze your client’s case and provide a customized tax plan on an as-needed basis, enabling you to increase the value you bring to your clients.

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Succession Planning Services

Are you thinking about transitioning your practice to the next generation?

The complexities of transferring a practice to a successor of your choosing can be overwhelming. The experienced succession planning team provides the information, guidance, and actionable roadmap you need to help clear the path to your future.

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CRM Services

Is your CRM just a glorified Rolodex?

Your CRM is an essential tool, not just for keeping track of contacts, but as an engine for growth and success. If yours isn’t optimized to produce results, LPL’s CRM Services offers flexible, subscription-free consulting and implementation services that will revolutionize your CRM.

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HR Fundamentals

Protect your practice and take care of employees

Stop juggling all the demands of running a business and start focusing on what matters most. Getting everything you need to ensure compliance with state and federal laws is just the beginning.

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Payroll Solutions

What if you could simplify your payroll with confidence?

You can! Payroll processing and complex compliance reviews can be a thing of the past. Gain reassurance and avoid costly errors, allowing you to focus on what matters most to you.

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“I have a team of professionals to help execute at a fair cost and allow us to be more efficient.”

Jim Miller
CEO of Miller Financial Group
Subscriber of Admin Solutions, CFO Solutions, and Marketing Solutions

“It has been great to work with our LPL admin who is already trained, and CFO Solutions has been helpful with tackling big projects like householding, as well as guiding me as an owner.”

Margaret Kosmerl
President of Blue Heron Group
Subscriber of Admin Solutions and CFO Solutions

“We’ve used Marketing Solutions for years now, and they rock. Having experts handle digital marketing and compliance has been really, really beneficial.”

Kristina Kuprina, CIMA®
President of Sequoia Wealth Advisors & Investment Management, Inc.
Subscriber of Marketing Solutions

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Will an LPL Business Solution fit your business needs?

Schedule a call with a Business Solutions consultant.

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