We Respect Your Independence
Have you thought about making a transition but the process seems too daunting? No reason to be concerned, as transitioning has never been easier. There is upfront transition assistance and dedicated onboarding support for those who qualify. We have streamlined the process to make it as seamless as possible. Your onboarding team will navigate every scenario at every step and match it with the right resource:
- Map your assets to LPL Financial platforms and find comparable product managers for any proprietary products
- Develop solutions specific to your business need
- Use business analysis to help identify potential growth opportunities
- Train you an your team on our comprehensive technology stack, tools, products and resources available
- Enjoy high payout rates and own your business
- Built-in succession planning to protect your largest asset
Click below to go to our advisor website for additional details and learn more about joining our team.
