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’re expanding our technology offerings.

• We can 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.