Professional Advisor Alliance Overview with CPA’s and Estate Planning Attorneys

The LPL Financial Professional Advisors Alliance allows LPL Financial advisors to form strategic alliances with attorneys, CPAs, other professionals and institutions, and identify clients of those professionals and institutions who may benefit from working with an experienced LPL investment professional.

Professionals are constantly seeking ways to help grow their business, add value to their current client relationships, and generate additional revenue. Their clients are looking for ways to simplify their lives, including establishing effective approaches and strategies to reach their investment goals. As their clients’ most trusted advisor, there are no individuals more appropriately suited to assist with this critical need.

By forming a strategic alliance with an LPL advisor, professionals can take a practical approach towards enhancing the services that they provide to their existing clients, attracting new business, and increasing revenue. Your partner is able to provide clients a complete and diverse range of financial services – without the added burden of managing client investments on a full-time basis. This arrangement adds tangible, long-term value to the professional partner’s business by creating an income stream and strengthening their relationship with their clients.

You will raise your professional image in the community you serve by creating affiliations with leaders in various fields.

The LPL Financial Professional Advisors Alliance represents a menu of programs designed for the LPL C advisor, their professional partners and the clients they both serve.