Financial Planning
With expert guidance and comprehensive support, our Financial Planning support helps you stay on track, overcome obstacles, and reach your destination—ensuring a smooth and successful journey.
Dedicated Financial Planning Support for Financial Resources Group Advisors
At our firm, we understand the importance of financial planning in building a successful, client-focused practice. That’s why we’ve partnered with LPL Financials’ dedicated Financial Planning Group, led by Jessica Silver, CFP®, to offer exceptional resources and exclusive pricing for FRG advisors.
Expert Financial Planning Coaching
LPL’s Financial Planning Practice Management Team, led by Jessica Silver, is here to help you refine and grow your financial planning services. They provide expert guidance in:
- Defining your ideal client and creating a value proposition.
- Implementing standard operating procedures and ongoing service calendars.
- Enhancing client experiences and improving workflow efficiencies.
Comprehensive Financial Planning Support
With LPL’s Financial Planning Group, you’ll have access to services that help you provide tailored solutions to your clients. Their team can assist with:
- Reviewing planning strategies and ensuring accuracy.
- Offering insights on charging for planning fees and best practices.
- Evaluating and adopting financial planning technology to streamline your practice.
Paraplanning Services
Scale your financial planning offerings effortlessly with LPL’s paraplanning services. Their team of experts can handle plan preparation from start to finish, ensuring high-quality deliverables without the need to hire or manage additional staff.
Advanced & High-Net-Worth Services
For advisors serving affluent clients, LPL’s specialized team—including estate planners, tax attorneys, and CFP® professionals—provides advanced solutions for complex financial scenarios. From estate and philanthropic planning to tax strategies, their expertise empowers you to deliver exceptional service.
Exclusive Pricing for FRG Advisors
As an FRG advisor, you’ll benefit from special pricing and dedicated support through LPL’s Financial Planning Group. These resources are designed to help you elevate your practice while focusing on your clients’ needs.
