LPL Financial, an independent broker-dealer and RIA custodian in the US, has launched its Enterprise Management Consulting program to assist affiliated large enterprises with growth, profitability and advisor support.
According to the company, the new program specializes in working with the company’s affiliated Large Enterprises (‘aggregators’ of independent advisor practices with minimum annual revenues of US$5 million) to provide customized business strategy consultations and planning.
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LPL Financial’s Enterprise Management Consulting team will act as a supplemental resource to the existing senior executive suites of LPL Financial’s affiliated Large Enterprises.
LPL Financial said that its new Enterprise Management Consulting team will develop plans based on four key elements: financial management, operational efficiency, growth maximization, and organization design.
The company has launched the new program in partnership with The Ensemble Practice, a management consulting firm focused on the financial advice space led by Phillip Palaveev.
The Ensemble Practice will assist the Enterprise Management Consulting team with developing the assessment process and engagement deliverables.
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