Downsize your to-do list; upsize your growth potential
We all have days when the phone won’t stop ringing, our schedule is a mess, and a slew of documents need to get out the door. Of course, a successful practice should be busy, but there must be a balance. Remove the administrative roadblocks to focus on more meaningful areas of your practice by leveraging the support of Admin Solutions.
LPL screens, hires, and trains seasoned administrative assistants for the financial industry. Each admin is trained to use LPL systems such as ClientWorks, Account View, and WealthVision to help serve your business needs and process requests efficiently to make a positive impact in your office immediately. They also can handle routine office tasks, including answering client questions, managing calendars, and scheduling meetings.
In less time than you think, you’ll view your new admin as a valuable member of your team.