Unlock New Strategies with Insights from Your Practice’s Financial Data

Gain new business strategies through CFO insights based on your financial data.

Your customized KPI report and complimentary consultation with an LPL Financial CFO will give you insights into the health of your business and strategies that can help make your practice more efficient — and more profitable.

This KPI report specific to your business will help you:

• Learn how your AUM composition is changing over time and the differences between advisory, brokerage, net-new assets composition, and market growth.
• Understand an analysis of your revenue growth and uncover opportunities for organic growth.

There’s a mountain of data available to you to inform your business decisions, and it can be challenging and time-consuming to figure out which data to focus on to meet your unique business goals.

Through this free KPI report and personalized CFO consultation, you’ll walk away with actionable items for your practice, context and clarity around why they are important, and benchmarks for measuring your growth and improvement in those areas. 

Ready to receive your personalized KPI report and CFO consultation?