What if You Could Turn
Your Ambition into Action?

You help your clients pursue their dreams.
It's time to live yours.

 

Make your dreams a reality, whether you're aiming for rapid growth, more free time — or both

When you have big goals, it can feel like they're always just out of reach. But with a little bit of help from LPL Business Solutions, you can find the time, resources, and support to achieve them.

 

Tim Evans

For Tim Evans of Eastwood Wealth, LPL Business Solutions gives him the ability to delegate key tasks, like marketing or Partial Book Sales, so he can stay focused on his clients. As Tim helps them live life on their own terms, Tim gets the opportunity to do the same.

Other advisors, like Carrie Mullins of Firenze Wealth Management, have leveraged LBS to operate more efficiently at scale, growing AUM from $300 million to $500 million, while ensuring client relationships remain a priority.

Carrie Mullins

See how Tim and Carrie turned their ''what ifs'' into ''what's next''

Read the Full Case Study

Explore the Possibilities

CFO Solutions
 

Partner with an experienced CFO who will identify key metrics and deliver tailored action plans designed to help you achieve your business goals.

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Marketing Solutions

Define your brand voice, nurture your existing clients, and reach new prospects with the help of an LPL marketing consultant.

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Paraplanning Solutions

Take a more holistic approach to your clients' finances by building a financial planning practice, or expanding an existing one with deeper, more personalized guidance.

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Partial Book Sales
 

Right-size your practice by seamlessly transitioning certain accounts to LPL, and free up focus for the clients that matter most to your business.

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Attending Focus?

Join our small group gatherings at Focus to find out how you can take action with LPL Business Solutions.

Grab Your Spot

Register for Your Curated Focus Agenda

Growth & Scaling

Take control of your business to elevate your practice, maximize profitability, understand firm valuation, plan acquisitions, and build a structured business.

Succession & Monetization

Discover strategies for accelerated growth, generational development, retirement planning, external acquisitions, and internal strategies to maximize practice value and continuity.

Marketing
 

Learn how to drive demand through effective marketing, focusing on the power of video marketing to engage and attract clients.

Wealth Planning

Discover how to deliver more for clients by mastering financial planning, advanced estate planning, tax strategies, and attracting affluent clients through specialized planning.

Operations & Technology

Find more time in your day by transforming your practice with smarter admin support, thriving at LPL, exploring wealth-tech innovations, and leveraging technology trends.

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