CFO Solutions

Proud to serve as the Advisor’s Advisor

Your blueprint for long-term success

 

11% greater AUM growth1. 5% greater GDC growth1. .9% greater NNA growth2. And a 26% increase in valuation after the first 12 months3. These are just some of the results we’ve helped advisors achieve – and we’d like to do the same for you.

CFO Solutions provides you with a comprehensive toolkit to make your business more efficient and more profitable. Based on our time-tested methodology known as the CFO Blueprint, you’ll receive the strategic, financial and operational guidance required to:

  • Understand key business metrics
  • Forecast & plan effectively
  • Operate more efficiently
  • Diversify & optimize revenue
  • Maximize staff potential
  • Grow via acquisition
  • Plan a successful exit

Choose your preferred way to work with us:

 

Partner with a dedicated CFO for 12 months or more. Together you’ll craft a vision, goals and plan – and your CFO will provide ongoing insights, drive execution and serve as your trusted accountability every step of the way. Ideal if you want to take your business to the next level by executing proven growth, optimization and exit strategies.

Team up for a short-term engagement to dive deeper into key business drivers that accelerate growth. Choose from multi-week group classes or 1:1 engagements to master key areas such as budgeting & forecasting, optimizing your client service model and building high-powered teams. Perfect if you have a specific need or are looking for a way to benefit from CFO Solutions before committing to a longer-term partnership.

Get A Fresh Set Of Eyes — And Perspective — On Your Business

You’re on the right path, but an LPL CFO can help uncover new ways of looking at your business to get you where you want to go.

 

LPL CFO Video

 

Pick Your Solution

Partner with a dedicated CFO

Regular meetings and access to your dedicated CFO to:

  • Understand key business metrics to Identify, measure, interpret and monitor the signals that matter most
  • Forecast & plan effectively to form a 5-year view of a base, bull, and bear case for your practice, including a comprehensive 1-year budget
  • Operate more efficiently by identifying all tasks you can streamline, delete, delegate or automate
  • Diversify & optimize revenue by increasing revenue yield, deepening relationships and uncovering opportunities or risks within your book
  • Maximize staff potential with new compensation strategies and career-pathing, including benchmarking data by role
  • Grow via acquisition to determine long-range affordability and capacity planning in tandem with near-term due diligence and deal design support
  • Plan a successful exit by understanding the financial impacts of succession scenarios and operational preparation guidance

Team up for a short-term engagement

Choose the topic and engagement type that best meets your needs:

Topics include:

  • Client Segmentation
  • Budgeting & Forecasting
  • Building High-Powered Teams
  • The CFO Business Review (for prior CFO Solutions subscribers)

Engagement types include:

  • Open Masterclasses where you’ll join a small group of like-minded peers
  • Private Masterclasses for you and a group of your hand-selected peers
  • 1:1 with a team of CFOs and/or Analysts

Request a complimentary CFO consultation and receive a personalized KPI report with detailed insights on AUM, NNA, and commissions.

Learn How

How your peers use CFO Solutions

 

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Develop Business Strategy

Learn how Brendan Sheehan from Waymark Wealth leverages his CFO Solutions strategist and her LPL and industry expertise to develop business strategy.

Read Story
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Promote Business Growth

James Warner of Warner Group set an aggressive growth goal for his firm. Learn how he uses CFO and steps to set your own goals.

Get Details
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Manage Growth

Learn how Bob Garretson handled a significant expansion and went from one location to three with guidance from his CFO.

Read Story

 

FAQs

Your CFO can provide a wide range of business planning services to support your business goals at all stages, from creating action plans for optimization, growth, and efficiency to reviewing financial statements to assessing financial strength. 

Financial professionals who work with CFO Solutions can experience potential benefits including accelerated growth, increased capacity to spend on more productive business activities, increased profitability, and operational efficiencies.

Businesses of all sizes and tenures have the potential to benefit from CFO Solutions. Whether you are looking to organize your financial and operational foundations, increase efficiency, accelerate growth, improve valuation, or prepare for the eventual transition of your business, your strategist will learn your unique goals and develop an action plan that is unique to your business.

The CFOs are specialists with deep industry knowledge, integrated with LPL systems and teams, who serve as your strategic partner to deliver personalized executive insights. 

You’ll benefit from the expertise of CFOs who are CFAs, CFPs, CPAs, Certified Valuation Analysts, Certified Treasury Professionals, MBAs, former corporate finance leaders, and former small business owners.  

The options have been designed to provide flexibility in pricing, time commitment, and deliverables that align with the growth needs of your practice.

Advanced growth: Designed for large, more established practices, CFO Premium helps solve complex industry and business-evolution needs in the short and long term.

Specific engagements to accelerate growth: CFO Engagements offers a flexible, subscription-free way to partner with CFO Solutions and help grow your business.

 

Ready to determine if CFO Solutions is right for you?

Schedule a call with a Business Solutions consultant.

Let's Talk
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1 Based on 397 advisors who partnered with CFO Solutions between September 2023-September 2024 as compared to the total LPL advisor population. Operating Metrics reported to public for the period 3Q23 thru 3Q24 (for total LPL advisors, did not remove growth from new LPL recruits).

2 Based on 2024 same store sales.

3 Based on a random sample of 23 advisors who joined CFO between Aug and Oct, 2023. Increase represents the change in valuation 12 months after their start date. 

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