NEW! Get a higher upfront payout with LPL's Partial Book Sales

Request your personalized segmentation report and consultation to get started

Shape your book of business to help you find balance

 

LPL’s Partial Book Sales enables you to create capacity and generate capital by transferring accounts to LPL that no longer align with your business strategy. And now you’ll get a higher upfront payout of 2x trailing 12-month recurring revenue for deals $3M and over.*

How it works

  1. Review your client segmentation report
    • Identify client transition opportunities
    • Consultants available for personalized and complimentary reviews
       
  2. Submit a list of transition accounts
    • The transfer tool will guide you through the process in ClientWorks
       
  3. Inform clients of the upcoming transition with a letter
    • Within the first week after transfer, an LPL Wealth Management team advisor contacts clients to establish a relationship
    • Clients get customized advice and support from LPL’s highly rated team, receiving consistent touchpoints regardless of asset value


The process is completed in 7-20 days, with no service interruptions or lengthy negotiations.

Take the first step: Review your personalized segmentation report by requesting a consultation. We’ll give you insight into how to balance your book of business and make it work harder for you.

Want a sneak peek of your segmentation report? Watch this 2-minute video for more information about segmentation and payout estimates to help you make informed decisions about right-sizing your book.


Watch Guide Me Video

Note: LPL Financial does not repackage and sell these assets for advisor purchase. 

Not ready to schedule a consultation? Learn more by attending a webinar.

 

Upcoming Webinar:

Reshape Your Book, Fuel Your Growth: Now with Larger Upfront Payout

LPL Financial offers a simple, efficient process for purchasing accounts that no longer fit your business goals so you can create the capacity to do more of what matters most to you. Partial Book Sales provides straightforward deal terms, competitive cash payout for accounts, and ensures a seamless transition of those clients for ongoing financial advice and care.

Wednesday, July 9th at 11:00 a.m. PST / 2:00 p.m. EST

Register Today »

*For deals less than $3M, the payout is 1.5x 12-month recurring revenue. Payout increase may vary based on affiliation model.

 

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