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THE FREEDOM THAT COMES
WITH HAVING MORE TIME

Outsourced employee solutions to streamline areas of your practice.

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LPL Business Solutions offers hands-on, dedicated specialists to help streamline your firm for efficiency and create capacity in your day. Our service professionals provide knowhow, processes, plans, and measurable results to optimize your practice and foster a culture of providing clients with a great experience on their way to achieving their financial goals. 

Together, we can simplify operations and maximize your time to scale a client-centric practice that ensures repeat business, customer loyalty, and a healthy profit margin.

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Maximize Efficiency

Reduce daily tasks with experienced & trained administrative help

Maximize Growth

Digital marketing to generate prospects & connect with clients

Maximize Opportunities

Optimize the growth, scale, & profitability of your business

Maximize Resources

Simplify your office technology & increase your cybersecurity


“We have seen a 15% reduction in office expenses alone since hiring CFO. That’s a difference maker.”

Janet Walker, GenWealth Financial Advisors

Time is a Resource

“Advances in technology, digital marketing, and heightened client expectations are running at a rapid pace. For firms to differentiate, we need to help business owners find solutions to create more capacity in their day to address new demands. LPL Business Solutions is here to meet those challenges to allow advisors to do what only they can do and find experts to help solve for the rest.

We look forward to exploring these solutions with you for your business.”

Matt Enyedi, EVP National Sales
LPL Financial

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

Jim Miller
CEO, Miller Financial Group

LPL Marketing Solutions, CFO Solutions
& Admin Solutions client since 2019

Why Choose LPL Business Solutions?

  • Vested interest in your success
  • Affordable rates & simple terms
  • A designated point of contact
  • A white-glove onboarding process
  • Employee to match office culture
  • Service levels to meet your needs

LPL advisors using Admin Solutions have seen a 70% reduction in rejected paperwork, a 50% reduction in calls to the service center, and an increase of 11% in net new assets.*

*Lessons for Cultivating Value from Top Advisors; LPL Advisor Benchmarking and Practice Management Study. Program results are through May 30, 2019 based on subscribed advisors in the programs. Individual results may vary.

Will an LPL Business Solution fit your business needs? Let's talk!

Schedule a Call With a Business Solutions Consultant