LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs
LPL Financial (NASDAQ: LPLA) has launched new business planning tools to support its network of nearly 29,000 financial advisors in serving CEO and business founder clients. The initiative addresses a significant market opportunity, with over 33 million small businesses in the U.S. and more than half of private employer business owners being over 55 years old.
The new offering connects advisors with certified business exit planners and vetted banking partners, targeting an estimated 12 million firms expected to be sold over the next decade. The service includes comprehensive support for high-net-worth clients, featuring case consultations, advanced planning, estate and philanthropic planning, tax planning, and business planning.
LPL Financial, which currently services approximately $1.7 trillion in brokerage and advisory assets for about 6 million Americans, positions this initiative as part of its strategy to enhance advisor capabilities in the high-net-worth segment.
LPL Financial (NASDAQ: LPLA) ha lanciato nuovi strumenti di pianificazione aziendale per supportare la sua rete di quasi 29.000 consulenti finanziari nel servire clienti CEO e fondatori di imprese. L'iniziativa affronta un'importante opportunità di mercato, con oltre 33 milioni di piccole imprese negli Stati Uniti e più della metà dei proprietari di aziende private che hanno più di 55 anni.
La nuova offerta connette i consulenti con pianificatori di uscita aziendale certificati e partner bancari selezionati, mirando a circa 12 milioni di aziende che si prevede verranno vendute nel prossimo decennio. Il servizio include un supporto completo per i clienti ad alto patrimonio netto, con consulenze di caso, pianificazione avanzata, pianificazione patrimoniale e filantropica, pianificazione fiscale e pianificazione aziendale.
LPL Financial, che attualmente gestisce circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per circa 6 milioni di americani, posiziona questa iniziativa come parte della sua strategia per migliorare le capacità dei consulenti nel segmento ad alto patrimonio netto.
LPL Financial (NASDAQ: LPLA) ha lanzado nuevas herramientas de planificación empresarial para apoyar a su red de casi 29,000 asesores financieros en el servicio a clientes CEO y fundadores de negocios. La iniciativa aborda una importante oportunidad de mercado, con más de 33 millones de pequeñas empresas en EE. UU. y más de la mitad de los propietarios de empresas privadas mayores de 55 años.
La nueva oferta conecta a los asesores con planificadores de salida empresarial certificados y socios bancarios verificados, apuntando a aproximadamente 12 millones de empresas que se espera sean vendidas en la próxima década. El servicio incluye soporte integral para clientes de alto patrimonio neto, que abarca consultas de casos, planificación avanzada, planificación patrimonial y filantrópica, planificación fiscal y planificación empresarial.
LPL Financial, que actualmente gestiona aproximadamente 1.7 billones de dólares en activos de corretaje y asesoría para alrededor de 6 millones de estadounidenses, posiciona esta iniciativa como parte de su estrategia para mejorar las capacidades de los asesores en el segmento de alto patrimonio neto.
LPL Financial (NASDAQ: LPLA)는 CEO 및 비즈니스 창립 고객을 지원하기 위해 거의 29,000명의 재무 상담사 네트워크를 위한 새로운 비즈니스 계획 도구를 출시했습니다. 이 이니셔티브는 미국 내 3천300만 개 이상의 중소기업과 55세 이상의 민간 고용주가 절반 이상인 중요한 시장 기회를 다룹니다.
새로운 서비스는 상담사를 공인된 사업 종료 계획자 및 검증된 은행 파트너와 연결하여 향후 10년 내에 판매될 것으로 예상되는 약 1,200만 개의 기업을 목표로 합니다. 이 서비스에는 고액 자산 고객을 위한 종합적인 지원이 포함되며, 사례 상담, 고급 계획, 유산 및 자선 계획, 세금 계획 및 비즈니스 계획을 특징으로 합니다.
LPL Financial은 현재 약 6백만 명의 미국인을 위해 약 1.7조 달러의 중개 및 자문 자산을 관리하고 있으며, 이 이니셔티브를 고액 자산 부문에서 상담사 능력을 향상시키기 위한 전략의 일환으로 위치시키고 있습니다.
LPL Financial (NASDAQ: LPLA) a lancé de nouveaux outils de planification d'entreprise pour soutenir son réseau de près de 29 000 conseillers financiers dans le service des clients PDG et fondateurs d'entreprises. L'initiative répond à une opportunité de marché significative, avec plus de 33 millions de petites entreprises aux États-Unis et plus de la moitié des propriétaires d'entreprises privées ayant plus de 55 ans.
La nouvelle offre connecte les conseillers avec des planificateurs de sortie d'entreprise certifiés et des partenaires bancaires vérifiés, ciblant environ 12 millions d'entreprises qui devraient être vendues au cours de la prochaine décennie. Le service comprend un soutien complet pour les clients à haut patrimoine, avec des consultations de cas, une planification avancée, une planification successorale et philanthropique, une planification fiscale et une planification d'entreprise.
LPL Financial, qui gère actuellement environ 1,7 trillion de dollars d'actifs de courtage et de conseil pour environ 6 millions d'Américains, positionne cette initiative comme faisant partie de sa stratégie visant à améliorer les capacités des conseillers dans le segment des clients à haut patrimoine.
LPL Financial (NASDAQ: LPLA) hat neue Geschäftsplannungswerkzeuge eingeführt, um sein Netzwerk von fast 29.000 Finanzberatern bei der Betreuung von CEO- und Unternehmensgründer-Kunden zu unterstützen. Die Initiative spricht eine bedeutende Marktchance an, da es in den USA über 33 Millionen kleine Unternehmen gibt und mehr als die Hälfte der Eigentümer privater Unternehmen über 55 Jahre alt sind.
Das neue Angebot verbindet Berater mit zertifizierten Unternehmensnachfolgeplanern und geprüften Bankpartnern und zielt auf schätzungsweise 12 Millionen Firmen ab, die in den nächsten zehn Jahren verkauft werden sollen. Der Service umfasst umfassende Unterstützung für Vermögende Kunden, einschließlich Fallberatungen, fortgeschrittener Planung, Nachlass- und philanthropischer Planung, Steuerplanung und Unternehmensplanung.
LPL Financial, das derzeit rund 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner verwaltet, positioniert diese Initiative als Teil seiner Strategie zur Verbesserung der Fähigkeiten der Berater im Segment der vermögenden Kunden.
- Expansion into high-growth business exit planning market with 12 million potential clients over next decade
- Strategic positioning in the high-net-worth segment with comprehensive service offering
- Large existing client base with $1.7 trillion in assets under management
- Network of 29,000 financial advisors providing distribution capability
- None.
Insights
LPL Financial's introduction of specialized business planning tools represents a calculated strategic initiative targeting the lucrative business succession planning market. With $1.7 trillion in brokerage and advisory assets and nearly 29,000 financial advisors, this new offering could significantly enhance LPL's competitive position in the high-net-worth segment.
The timing is particularly strategic, considering the demographic shift in business ownership. With over half of private employer business owners exceeding age 55 and an estimated 12 million firms expected to change hands in the next decade, LPL is positioning itself to capture a substantial portion of these transition-related assets. This move goes beyond simple succession planning - it's a comprehensive strategy to deepen relationships with business owners throughout their journey from scaling to eventual exit.
The integration of certified business exit planners and banking partnerships creates a powerful ecosystem that could generate multiple revenue streams:
- Initial planning and advisory fees from succession planning
- Transaction-related revenues during business sales
- Ongoing wealth management fees from post-sale asset management
- Cross-selling opportunities for additional services like estate and tax planning
This initiative also strengthens LPL's advisor retention and recruitment proposition. By providing sophisticated tools and resources for serving high-net-worth business owners, LPL enhances its platform's value proposition for advisors targeting this profitable segment. The comprehensive nature of these services - spanning from business scaling to exit planning - creates sticky, long-term client relationships that can span multiple generations of wealth transfer.
New offering provides innovative planning solutions to support business owners from scale to sale
SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses.
There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55. Additionally, it’s estimated that approximately 12 millioniii of those firms will be sold over the next decade, and most small business owners do not have a succession plan in place.
Through this new offering, advisors are connected with a certified business exit planner who supports the business owner’s needs and serves as a liaison to vetted banking partners. This full-service experience is designed to meet the discerning needs of advisors and differentiate the value they provide to their entrepreneurial clients.
“CEOs and founders have worked incredibly hard to build their businesses and deserve the highest caliber of planning and advice,” said Jen Hollers, senior vice president and head of high-net-worth services at LPL Financial. “Through relationships with trusted investment banks, we enable LPL advisors to offer their business-owner clients a full-service experience, helping them strategize, scale, and, when the time is right, pursue an optimized sale.”
LPL offers a range of specialized planning services tailored to address the complex needs of high-net-worth and ultra-high-net-worth clients, including:
- Case consultations
- Advanced planning
- Estate and philanthropic planning
- Tax planning
- Business planning
For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047
Tracking #: 697285
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i https://advocacy.sba.gov/wp-content/uploads/2023/11/2023-Small-Business-Economic-Profile-US.pdf
ii https://www.sbc.senate.gov/public/index.cfm/2024/1/shaheen-convenes-hearing-on-small-business-succession-planning
iii https://www.score.org/princeton/resource/blog-post/current-rise-small-businesses-being-sold-over-next-10-15-years
FAQ
What new services did LPL Financial (LPLA) launch in February 2025?
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