White Papers & Insights

Amplify your strengths as a financial advisor by expanding your knowledge. Review these resources, including white papers and case studies, for strategies you can use to more effectively guide your clients and build your practice.

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How to Find the Firm That's Just Right

Evaluate whether your broker/dealer can support your goals and client needs.

The Advisor's Guide to Digital Marketing

Explore ways to build your business and deepen client value through today’s digital opportunities.

The Art & Science of Scaling

Learn how to pursue your goals through practice scalability and personalization.

From Prospect to Pipeline: Build Strong Relationships

Discover strategies that deliver on client’s needs, speak to their goals, and help build strong relationships.

5 Traits of a Successful Transition

Measure these five traits to determine if a selected firm fits your practice needs and goals.

The Value of Advice

Learn how the advisor's role is changing and what you can do to remain relevant.

5 Forces Shaping Our Industry

Evaluate the five major industry challenges and develop a proactive plan to overcome them.

LPL Research's Midyear Outlook

Discover how evolving market dynamics can affect the investment outlook for the remainder of 2017.

Meeting Client Milestones

Making these simple changes to your book of business may help increase its value.

5 Strategies for Improving Business Valuations

Learn how practicable enhancements can increase the value of your business to a buyer.

The Future is Fiduciary

Find out more about how you can be a fixture in your clients’ lives.

2017 Action Plan: Mastering Change

Gain instant access to actionable insights and step-by-step strategies for helping you get ahead.

3 Ways to Show Clients Your Value

Demonstrate your value to enhance client relationships and strengthen your practice.

6 Essential Keys to Finding the Right Firm

Discover how to identify the right firm to build value for your clients and your business.

Choosing the Right Partner to Drive Client Loyalty

Learn how to cement client loyalty by choosing a firm strong in customer satisfaction.

5 Steps for a Smooth Transition

Learn how fundamental transition planning can unlock potential in you and your practice.

Stepping Stones to an Advisory Transition

Learn how transitioning to advisory may improve client relationships and help grow your business.

5 Drivers to Growth Using LinkedIn

Discover how a thriving online professional network is increasingly central to advisor success.

Moving to Advisory: Client Retention & Referrals

Discover the benefits LPL advisor, Michael Shanahan found in making the move to advisory.

Transitioning with Confidence

Learn how LPL's precision-guided transition processes helped elevate Tony Mayo's practice.

Creating a Plan of Your Own

Create a succession plan to help fully realize your practice’s value and ensure continuity on your terms.

Planning Well, Living Well

Explore how one advisor used succession planning and LPL's help to position himself for success.

Redefining the Path to Growth

Hear directly from a bank executive who grew the business to better serve clients' needs.

Technology for the Long Run

Discover the potential benefits of LPL's technology platform from an advisor maximizing its use.

How to Navigate & Communicate Change

Plan ahead and approach change proactively to make the transition as smooth as possible.

The Hybrid RIA Advantage

Find out why this structure can be appealing and what's needed before making the switch.

Overcoming Transition Hurdles

Learn the truth about transitioning and get closer to making your move with confidence.

Marketing: Strategies for Growth

Learn how to build your business by developing a sound marketing strategy.

Customize Your Practice, Shape Your Success

Create your vision of success by choosing a firm that offers support and business model flexibility.

Building Stronger Client Relationships

Learn how a thematic investment strategy can also be a powerful relationship-building tool.

How B/Ds are Shifting to Stay Competitive

Learn how to compete more effectively in the marketplace with today's regulatory pressures.