What is the Professional Advisors Alliance?
The Professional Advisors Alliance is a referral program that helps accountants, attorneys and other advice professionals establish strategic relationships with LPL Financial Investment Advisor Representatives.
This strategic relationship enables advice professionals to receive ongoing compensation for the referral of new clients who open and maintain LPL Financial fee-based investment accounts with the Investment Advisor Representatives.
Why Should I Join?
Today’s wealth management landscape presents exciting opportunities for you to expand your business. Factors such as changing demographics brought on by an aging Baby Boom generation, and client demand for bundled services, including investment management, retirement income planning, estate and trust services, insurance and tax management, require a big-picture approach to client service.
Additional benefits:
- Business-building , networking and additional referral opportunities
- Expanded value-added tools and services to offer your clients and prospects
- A competitive advantage providing your clients with access to a wide range of sophisticated investment products and services
Plus, additional financial services:
- Retirement planning
- Financial planning
- Trust services*
- Insurance services
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Client Benefits
A strategic alliance between you and an experienced financial advisor provides clients access to a full range of wealth management strategies
Fee-based investment management platforms that use:
- Stocks, bonds and ETFs
- Mutual funds
- Institutional separate accounts
- Alternative investments
- Annuities
- Customized asset allocation and theme-based models
- Automatic rebalancing