LPL Financial announced the launch of its newest offering, Partial Book Sales, allowing advisors to easily reshape their book of business and create capacity to do more of what matters most. Powered by a new digital platform, completing a partial book sale is seamless. Advisors are guided through identifying and submitting accounts for transfer, and receive upfront payout on approval. Once transferred, LPL’s Investor Focused Solutions team of licensed advisors immediately contacts the clients and assumes responsibility for the ongoing relationship.Partial Book Sales is the latest service from LPL, focused on enabling advisors to right-size in order to run a thriving business. This launch follows the 2022 introductions of Bookkeeping Services, Paraplanning Services and the Private Client Services Network. This new service is immediately available to all corporate RIA-affiliated LPL advisors.
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