Accelerate Growth with CFO Engagements


Discover the specific strategies and skills successful advisors are using to grow their business. Leverage personalized strategic and financial guidance from CFO professionals in a new, flexible way with CFO Engagements: You choose the topic that meets your current needs and the engagement type that fits your schedule.
 

Register today
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Choose your engagement topic

 

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Budgeting & Forecasting

Learn how to leverage your financial data to drive growth, manage performance, and plan for the future.

Why it’s important for your business:

  • Budgeting allows you to make more effective decisions
  • Accurate forecasts help you grow sustainably
  • Both enable you to quickly take action when business conditions shift

The 10-week Open Engagement starts the week of March 3, 2025.

View course curriculum
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Building a High-Powered Team

Confidently implement effective team structures and compensation models that drive productivity, loyalty, and growth.

Getting the right team in place is a complex undertaking that requires:

  • Aligning and synchronizing multiple variables
  • Developing a detailed plan to hire the right people
  • Placing them in the right roles

The 8-week Open Engagement starts the week of April 7, 2025.

View course curriculum
Register today
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Segmentation and Client Service

Get everything you need to know about segmenting households and optimizing your client service model.

You’ll help accelerate business growth by:

  • Identifying who your most profitable clients are
  • Understanding how to diversify revenue across client segments
  • Refining your service approach to maximize earnings

The 8-week Open Engagement starts the week of May 5, 2025.

View course curriculum

 

Learning objectives

  • Leverage your financial data to plan for the future, create accountability, manage performance and grow sustainably
  • Organize your income statement through grouping expenses into a standardized chart of accounts to effectively manage your profitability
  • Build a customized budget using appropriate drivers of revenue and expenses
  • Understand how much you are spending as a percentage of revenue and how you compare to your peers through industry benchmarking
  • Calculate Earnings before Owner Compensation (EBOC) and why it’s a better metric to understand how your business is performing
  • Determine your ability to hire new employees, invest in the business, or pay down debt
  • Understand how variable revenue and expenses impact your bottom line

  • Create the optimal organizational design
  • Choose effective compensation strategies
  • Create your ideal team support and maintenance
  • Understand how to leverage retention, equity, and succession strategies
  • Understand hiring impact from a budgetary perspective

  • Leverage the benefits and value of client segmentation
  • Properly define and segment your households, clients, and accounts using CFO Solutions' proven model
  • Calculate the long-term value of each of your households and clients
  • Save time and create efficiencies when servicing clients
  • Grow and diversify revenue across each segment
  • Leverage partial book sales for lower value clients 
  • Construct and analyze alternate staffing models
  • Effectively prospect for more “A” clients

 

Engagement types

Engagements are 8 to 10 weeks in length, with flexible scheduling options so you can participate and learn the way that works best for you:
 

  • Open Engagement – Group setting includes webinars plus 1:1 time with a CFO  - $3,000
  • Private Engagement – Same format delivered privately for you and up to 5 peers you choose - $3,500 per person
  • 1:1 Engagement - Delivered exclusively to you on a timeline that fits your schedule - $4,000

"Best money I’ve spent at LPL. Aside from the deliverables and analytics, it’s a reminder of the value proposition we provide to our clients by having a financial advisor for our own practice."

Craig Breitsprecher CFP®, AIF, BFA

Will an LPL Business Solution fit your business needs?

We’re looking forward to engaging with you! 

Please email us if you have questions or to schedule a complimentary consultation.

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