LPL with outstanding technological innovation and

CHARLOTTE, N.C., Sept. 19, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (NASDAQ: LPLA) today announced that it has received two awards in the Wealth Management “Wealth” Industry Awards Program, which recognizes outstanding organizations that support the success of financial advisors. LPL wins recognition(1) For its diversity, equity and inclusion efforts and its innovative ClientWorks Meeting Manager solution.

Onlookers: Voices of Black Advisors Winning for Diversity, Equity and Inclusion

As part of a strategy to foster inclusive discussions within its Black financial advisor business community, LPL has launched Onlookers: Voices of Black Advisors. This video series features honest conversations between LPL leaders and advisors from diverse backgrounds on how embracing diversity and inclusion can enhance and facilitate advisor business growth.

The series premiered during Black History Month, where Black advisors share their unique perspectives on overcoming barriers to success, why they choose to become financial advisors, the importance of mentoring and how the industry can better serve the Black community. The series is shared among consultants, staff, industry and client audiences.

Heather Randolph Carter, Chief Marketing and Communications Officer at LPL, said: “Black advisors who share their perspectives in this series enrich the conversation within our industry and deepen our understanding of what it means to work towards an inclusive financial system for all. It is a privilege to be able to provide a platform to express these important topics, and we are grateful for the collaboration of this talented and experienced team of advisors.”

The LPL’s Black Consultant Business Community is one of five LPL’s Consultant Business Communities that regularly gather and interact online to discuss topics of interest and deepen their community ties. The growing community program is one way that LPL is committed to encouraging a more diverse and inclusive industry and empowering consultants in the roles of advisors, business owners and change agents.

Conference Manager Awarded for Technological Innovation

Meeting Manager is designed to solve common problems faced by consultants. With a focus on delivering a personalized client experience, consultants spend hours preparing for client meetings. Understanding the important role of meetings in the client-consultant relationship, LPL implemented Meeting Manager in its digital platform ClientWorks.

This proprietary meeting preparation solution is available at no additional cost and simplifies workflow, making it easy for agents to schedule, run, follow up and complete meetings. It also reduces administrative tasks with features including customizing and creating templates, scheduling documents available before meetings, and reducing risk by tracking the fulfillment of client meeting requests. Advisors can submit compliance forms directly from the system and store meeting documents for future reference.

With Meeting Manager, agents can spend more time on meaningful, customer-facing conversations than meeting prep. With LPL’s digital tools, advisors are able to deliver more value to their clients, making technology a strategic enabler of their practice.


Learn how LPL technology is designed to give advisors more time to build relationships with clients.

Learn more about how LPL supports a culture of diversity and inclusion.

About LPL Finance
LPL Financial (Nasdaq: LPLA) was founded on the principle that firms should work for advisors, not the other way around. Today, LPL is a leader in the markets we serve*, supporting nearly 21,000 financial advisors, approximately 1,100 agency-based investment programs and approximately 500 independent RIA firms nationwide. We are firmly committed to an advisor-focused model and believe Americans deserve personalized guidance from a financial advisor. At LPL, independence means that consultants have the freedom they deserve to choose the business model, services and technical resources that allow them to run their flawless practice. They have the freedom to manage customer relationships because they know them best. In short, we take care of our consultants so they can take care of their clients.

(1) Now in its 8th year, The Industry Awards program recognizes outstanding organizations and individuals who support the success of financial advisors. In 2022, more than 300 companies submitted a record 900 nominations – a testament to the value companies place in the awards to enhance their reputation, increase brand awareness and differentiate their organizations from the competition.

*Top RIA Custodians (Cerulli Associates, 2020 U.S. RIA Market Report); no. 1 U.S. Independent Broker-Dealer (based on gross revenue, Journal of Financial Planning 1996-2021); no. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); a Fortune 500 company as of June 2021. LPL and its affiliates provide financial services in the United States only.

In this communication, the terms “financial advisor” and “advisor” are used to refer to LPL Financial LLC’s registered representative and/or investment advisor representative. We frequently disclose information that may be important to shareholders in the Investor Relations or Press Releases sections of our website.

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