Affinity Partnerships

Partners Make Your Business Stronger

You’ll have direct access to third-party providers that offer negotiated rates to LPL advisors.

Take advantage of affinity partners for every aspect of your business, including corporate services, financial planning, CRM, marketing, and digital communication tools. Some solutions are offered at no cost to you.

Corporate services

Get access to health insurance, billing, payroll, office products, audioconferencing, shipping, car rental, and more.

Practice management

Sharpen your skills with trainings, and improve the value of your business with consulting, succession planning, benchmarking, business model, and valuation services.

Technology and CRM

Manage your client relationships with discounted rates from best-in-class vendors.

Digital marketing and communications

Send texts, use social media, create newsletters, share calendars, instant message your colleagues, and more.

Compliance

Simplify your compliance operations across five major areas of responsibilities.

Research and analytics

Keep informed of markets, analyze risk, and produce high-quality reports and proposals with leading research and analytics service providers.

Financial planning and calculators

Manage your financial planning business and help your clients visualize their finances with easy-to-use tools and software.

Ask your dedicated Business Development Consultant for a complete list of vendors.