lpl financial technology

in the first of three interviews with advisorhub, rich steinmeier, managing director and head of business development for lpl financial, explains how clientworks is the center of gravity for advisors’ practices, helping them to be more efficient so they can focus on their client relationships. rich steinmeier: technology should make it easier for advisors to manage their practices and help them build value with clients. we find advisors are very impressed when they experience clientworks and realize the capabilities it can add to their practice. that’s why we’ve given advisors the control and flexibility to shape the digital experience they bring to their clients.

to support onboarding of clientworks, we provide extensive training and resources to help them adopt the tools, systems, and capabilities that will power their business. we help advisors map their products to our platforms and have tools to facilitate those conversions. we have the financial capacity to invest in solutions and firms if we see a great set of capabilities that fill a need. if we see that there is a potential partner already in the space, and advisors are already using them, we will engage with that partner and integrate them into our core offering.

lpl financial plans to spend more than $1.3 billion this year on investments in key areas including technology and its workforce to support advisor growth and help them compete, the company said wednesday, the first day of its annual focus conference, held online for the second-straight year. “but, over the next decade, this is going to increasingly become more of an experience-driven business.” therefore, lpl “will be even more intentional about creating a differentiated and compelling experience for you and your clients, whether that’s in person, on the phone or on our digital platforms,” he told advisors. lpl is “being purposeful in designing solutions not for thousands of advisors but one that is personalized just for you,” he said, noting the company is calling this its “personalization layer, where we are always meeting you where you are in the evolution of your business.” after all, “now more than ever, personalization is where the marketplace is going,” he said, noting it “expands your ability to express your passion for your business, the relationships you make with your clients and the culture unique to your brand.” in a news release, he said: “evolving our personalization will be the hallmark of what we do now and throughout the next decade.” arnold and rich steinmeier, lpl managing director of business development, compared what lpl is looking to offer with personalization to what starbucks has done with the ability for customers to personalize drinks.

so the objective of the personalization layer is for advisors to no longer have to compromise because you can have the ongoing flexibility and optionality to match your business now and in the future.” over the course of 2021, lpl will also “build capabilities to support your high-net-worth clients, including introducing investment banking referrals, enhanced product and lending capabilities and specialized advice support,” steinmeier told advisors. and so we’re building more flexibility in those workflows to support assets that your custody both with lpl and away from lpl: a multi-custodial solution to help you simplify your operating environment.” the modern consumer, now more than ever, “wants things that are easy to use, that are convenient: things like on-demand, personalized experiences that are on their terms,” according to burt white, chief investment officer, investments and investor solutions. of the recently introduced meeting manager tool, ed fandrey, managing director of advisor solutions, said: “we’re getting some early feedback that this tool allows meetings that normally took almost eight hours to prepare for” to only take “as little as one hour” to prep for.

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