Let’s Get to Know Each Other

Take a deeper look into LPL’s technology and how to leverage the platform to make doing business easier.

• Friday, January 15 – 1 p.m. PT | 4 p.m. ET
• Tuesday, January 19 – 7 a.m. PT | 10 a..m. ET
• Friday, January 22 – 1 p.m. PT | 4 p.m. ET

Discover how we can help you win and retain high-net-worth clients, develop and implement strategies for affluent families and business owners, and more. LPL’s Private Client team is focused on providing you with the financial planning needs to meet the unique needs of high-net-worth investors.

• Wednesday, January 20 – 8 a.m. PT | 11 a.m. ET 

Hear insights and ask questions of your peers on why they made the decision to join LPL in this transaction—and hear from current LPL advisors on their experiences.

• Thursday, January 14
  • 11 a.m. PT | 2 p.m. ET – Current LPL advisors discuss what makes LPL the best choice for their business and answer your questions about what it’s like to be a part of the LPL community.
  • 1 p.m. PT | 4 p.m. ET – We’ll chat with Craig Johlfs about why he made the decision to join LPL in this transaction and Jen Malone, a former Waddell & Reed advisor, on what her experience with the LPL community has been like since her transition in 2018.

Whether you’re looking to accelerate the growth of your business, capitalize on assets in motion, streamline your transition into retirement, or protect your practice, learn how LPL’s Advisor Financial Solutions team can help you safeguard, grow, and maximize the value of your business.

• Tuesday, January 19 – 8 a.m. PT | 11 a.m. ET 

Here’s your opportunity for you to ask us any questions that you have. Ask us anything!

• Thursday, January 21 – 8 a.m. PT | 11 a.m. ET

We’ll help you grow your business both organically and inorganically through acquisition consulting, access to capital, and scalability support. Learn the teams and resources available to take your business where you want it to go.

• Thursday, January 21 – 1 p.m. PT | 4 p.m. ET