Onboarding & Integration
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Onboarding Support
We have developed solid transition processes. Each transition can be customized to meet the needs of your business while integrating the benefits of LPL resources. Our Onboarding & Integration team’s main focus is to provide you with concierge service to offer you with a smoother, more seamless transition.
Business transition support
Our support team works diligently with you to transition your book of business in a timely and efficient manner. A few of the ways we proudlysupport you with your transition:
- Assignment of dedicated Transition Support Partner
- Weekly onboarding meetings to ensure needs are met in a timely manner
- Development of personal transition plan
- Business Gap Analysis with regards to product mapping
Collaboration and coordination
We work diligently with other departments to ensure you remain on track for your live date and receive the necessary trainings. A few of the ways we proudlysupport you with onboarding:
- Collaboration with advisor’s appointed Business Consultant
- Work closely with marketing to ensure your marketing materials are prepared for Day 1.
- Assist with technology software and email set up
- Training plan coordination with LPL
