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Live Online Demonstrations

LPL Partial Book Sales: Service Overview and Partial Book Transfer Tool Demo


We hope you’ll join us to discover LPL’s Partial Book Sales. This new service makes right-sizing your practice easy by enabling you to transition accounts off your books that no longer fit your business model. Our presenter, Chris Ganoe, AVP of Investor Focused Solutions, will share how it works and guide you through the process using the Partial Book Transfer Tool. 

The easy, automated process provides you with straightforward deal terms, upfront payout, and a seamless client transition to ensure continuity of financial advice and service. In this demo, learn how LPL’s Partial Book Sales eliminates the guesswork, time delays, and negotiations typically associated with a traditional book sale.

Create more time to regain focus on your business goals. Register today!


December 12th at 1:15 PM PST / 3:15 PM EST  Register Now »

December 19th at 1:15 PM PST / 3:15 PM EST  Register Now »