Business Development, Recruiting & Business Consulting

Growing Your Business

Our Business Development & Recruiting team helps guide you through the due diligence process to choose the best partner for you and/or your program’s future success. Our Business Consulting team helps guide you towards a path of success by developing effective ways to enhance your business, grow revenue, attract new relationships, strengthen existing relationships and attract and retain top talent.

Business Development & Recruiting

Our team is available to help you with the following areas that include:

  • Broker-dealer due diligence
  • Contract negotiations
  • Conversion support from existing broker-dealer to LPL Financial
  • Onboarding support for advisors
  • Support in designing compensation plans for staff members

Through the Power of Partnership, LPL Financial and Financial Resources Group Investment Services provide our partners with recruiting support through a dedicated team. The end-to-end recruiting process includes seven key components:

Business Consulting

Business Consulting for independent advisors will focus on:

  • Best practice/solution sharing
  • Consultation and development of business and marketing plans
  • Customized growth initiatives
  • Analytics modeling
  • Business process review
  • Identify and implement efficiencies into the program
  • Office setup and staffing
  • Compensation plan design for staff

Value-Added Commitments

  • Recruiting top talent
  • Business acquisition guidance
  • Succession planning

Business Consulting for financial institutions will focus on:

  • Best practice/solution sharing
  • Consultation around branch/advisor optimization strategies
  • Consultation and development of business and marketing plans
  • Customized growth initiatives
  • Analytics modeling
  • Optimal office setup and representative territory consultation
    • Recommendations for right-sizing the program and staff
  • Business process review
    • Identify and implement efficiencies into the program
  • Compensation plan design

Value-Added Commitments

  • Business acquisition guidance
  • Responsive liaison and advocate
  • Recruiting top talent
  • For managed programs
    • Fiduciary management of staff
    • Sales and activity management to accomplish goals

How Can We Help?

Why Work With FRG?

Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

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