LPL Financial (LPLA) 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 CEOs and/or have founded their own businesses. 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.
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