Business Blog

The insights you need to grow your practice

Rocky Kalmanovitz | 4 min

Who are the Admins of LPL Admin Solutions?

LPL built Admin Solutions so advisors can focus more of their time on what they do best. This allows them to grow their practices faster and help more...
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LPL Business Solutions | 3 min

Firms Discover a Financial Windfall with Remote Workers

When the pandemic forced many businesses to send their entire workforce home to work, saving money was probably not an expected outcome.
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Evan Kirkpatrick | 4 min

Success Story: Marketing Solutions Helped Increase My Revenue

Defining and executing a marketing strategy is made easy by utilizing Marketing Solutions to help grow your practice. Read more about Evan Kirkpatrick...
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LPL Business Solutions | 3 min

Use Valuations to Elevate Your Firm's Value

Learn what factors like asset concentration and technology drive long-term worth
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Ashley Ware | 2 min

Facebook Advertising for Financial Professionals

Facebook advertising has many benefits to help grow your practice. Here are 5 ways you can reap the benefits of Facebook advertising.
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David Buzo | 3 min

How to Implement Social Selling in Your Practice

Social selling is an important way to engage prospective wealth management clients on social media. Find out why your practice needs it and how to sta...
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You've reached the end of the “E’s,” but the social selling isn’t over. It's like a step mill—the steps keep coming back around. Review your profile twice per year, continue to connect with people, engage with your network, and review your content's performance. Here is your bonus “E” – Evaluate! Look at your key metrics: number of connections or followers, the amount of engagement on your content, and more.

Rocky Kalmanovitz

Rocky Kalmanovitz is Vice President of Admin Solutions. He has overseen the program’s evolution and led its day-to-day operations since joining LPL in September 2018. Rocky earned a BA in Economics from UCLA and a MBA in Marketing & Leadership from Arizona State University. He is certified as a CFP, AAMS, AWMA, CMFC, CRPC, PMP, and Six Sigma Black Belt and is FINRA Series 7, 9, 10, 24, 63, and 66 licensed.


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