Fall is here. Some equate this to leaves changing colors and consuming pumpkin-spiced everything. Others think of it as back to school time. For many, it’s that wonderful time of the year when football season starts.

Football reminds us how collaboration and coordination pave the only path to victory. A star quarterback is nothing without someone strong to catch their throws or pick up punts.

Think of your business as a team, and your support staff as that quarterback. They get direction on plays from you – the coach – and do everything they can to move the ball forward. Much like a quarterback, they’re well-known and help define your brand. But it’s important that they have a strong bench to support them in their daily efforts.

LPL’s Admin Solutions can provide you with experienced, trained administrative help. The admin is hired, screened and trained by LPL, and can quickly go from training camp to your starting line-up in no time.

Leveraging Admin Solutions as an admin for your admin can help you score the ultimate win – more time in your admin’s day.

With that in mind, here are three ways that you can win with an admin for your admin this fall.

1. Utilize technology to its fullest
Technology can be utilized to streamline your workflow at every step of the client journey – from prospecting to CRM management to meeting prep. And while the more you stack your tech deck, the more your admin needs to have a deep understanding of its enhancements, capabilities, and services.

Admins from Admin Solutions are trained on LPL’s proprietary technology. Your admin works directly with Admin Solutions to make sure your practice is maximizing your tech stack, understanding new enhancements, and serving as a direct line for immediate assistance.

2. Set clients up for success
Your clients rely on you to help accomplish their financial goals – and that takes a lot more than your advice and expertise.

Admin Solutions can ensure your clients are set up for success by proactively reaching out to clients about RMD services, and managing time-consuming paperwork with eSignature.

Additionally, Admin Solutions will set you up for success with your clients. As trained LPL experts, they’re able to run their own reports in ClientWorks, input data in WealthVision and create proposals in AdvisoryWorld.

3. Allow your admins to focus on specialized work
Client management is a huge part of any successful admin’s day-to-day responsibilities. If your admin is licensed, they can help by focusing directly on specialized work. Admin Solutions can take tasks off of their plate so they can spend more time on client-facing work. We call this Admin-to-the-Admin.

Admin Solutions can provide support with meeting prep, scheduling, compliance, and client reporting – all without the costly and timely training and hiring processes.

Admin Solutions can help you turn your business into a winning team.
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This communication is intended for Financial Professional Use only. Not for further distribution. LPL Financial, a registered investment advisor. Member FINRA/SIPC. The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Business Solutions consultant can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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