Exciting New Services to Help Boost Your Business

For those of you who have been coming to Focus for a few years, you’ve heard us talk about LPL Business Solutions. We started to introduce these services a few years ago because we realized we needed to do more for our advisors to help them run a thriving business. We started out with three Business Solutions, and today, we have 14. And by the end of this year, we’ll hit 20.

You’re probably familiar with some of our current Business Solutions, like Admin Solutions, Marketing Solutions, and CFO Solutions, but there are more in the pipeline. Here’s a sneak peek at what’s coming next.

Get your tech stack to work as hard as you do.

Technology is exceptionally powerful, but that power will only help you operate better if it’s harnessed in the right way.

Some of you might be unsure about evolving your business to include a new technology, and others have implemented tech solutions but aren’t sure if it’s working as planned. That’s why we’ve built our Tech Consulting offering.

• We can assess your tech stack and help identify ways for you to better use technology to actually improve how your business operates.
• We also have a pilot program for advisors who need hands-on support setting up their CRM workflows in the optimal way for greater efficiency and client service.

LPL is always going to be a tech-forward firm, investing in the leading technologies to drive your business. But we’re also investing in services to help ensure that you’re taking full advantage of the value technology brings to your practice.

New! Engage easily and effectively with clients and prospects.

In today's crowded market, having a strong marketing plan is important. It helps you stand out from your competitors, and it also helps your clients understand what makes your business special and why they should choose you. Our new Digital Marketing Platform enables you to easily share your message, nurture your relationships, and grow your business, with streamlined compliance submission and content publishing.

• Our easy-to-use platform, located in ClientWorks, brings together the technology and capabilities you need to achieve results.
• The platform is customizable with your brand, and you can share premium publisher content on your website, social, and email.
• Campaign performance monitoring with reporting and analytics will inform your marketing strategy, enabling you reach more prospects and clients.

Add value for your clients with a new source of investment expertise.

One of the key areas of expertise you’ve asked for is with investments. Many of you reach out to our LPL Research team to ask for their insight on a specific topic, or to share some of their market insights with your clients.

We’re taking the value of LPL Research and extending that a step further with our Chief Investment Officer Service. Imagine a dedicated CIO who:

• Increases the breadth and depth of your practice by leveraging all of the subject matter expertise in LPL’s Research team.
• Taps into the areas that are most valuable for your business and complements your approach – from solidifying your investment philosophy to building custom model portfolios, or even sitting on your investment committee and engaging in client consultations.
• With research, model-building, ongoing management, and performance tracking all managed by a trusted source, you get more time to get to know your clients better and ensure that you’re fulfilling their needs.

You may also benefit from greater efficiencies in your practice, better client communications, and the knowledge that there’s a dependable, repeatable process in place.

Payroll Solutions will cover everything from setup to full-service processing and includes ongoing access to a dedicated payroll specialist who is well-versed in wealth management.

• Partner with our LPL payroll specialist to streamline your payroll processes, ensuring accurate and timely payments for your employees while mitigating compliance risks.
• Focus on your business while we handle all your payroll needs with our best-in-class platform.

Want to be the first to try Payroll Solutions? We have a few spots left in our pilot program. Reach out to us at Payroll Solutions if you’re interested in joining.

Between complex employment regulations and the overload of information and unanswered questions, HR management can cause a lot of stress. At the same time, the cost of hiring a full-time HR employee may not be worth the expense.

LPL’s HR Solutions may be the answer. We’ll help you create HR policies, resources, and handbooks, and can provide ongoing guidance for your talent-related needs. In addition, you’ll:

• Work directly with an HR specialist to build your HR infrastructure – like employee handbooks, required documents, and HR processes.
• Protect your practice and employees from unforeseen risks and get continued communication about new laws or updates.
• Lay the groundwork to help support your growth.

Want to be the first to try HR Solutions? We have a few spots left in our pilot program. Reach out to HR Solutions if you’re interested in joining.

Be an LPL Innovation Insider

Help us create solutions to your biggest challenges. Join the LPL Innovation Program and be the first to try out the latest services and tell us what you think. Your feedback will directly shape new services, features, and releases offered by LPL Financial.

Email us to learn more about the program.

Note: All upcoming services are currently in pilot and for LPL financial professional use only.

Advisor use only. Not for use with the public. LPL Financial Member FINRA/SIPC

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