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Advice for Life

LPL Financial recognizes the critical role advisors play in the lives of their clients. Through the Advice for Life program, our support is focused on helping advisors connect clients' financial lives with the rest of their lifetime priorities and goals.

Advice for Life offers business-building and life goal planning resources designed to help advisors integrate a holistic and more systematic approach to augment your wealth management practice.

A Systematic Approach: Four Essential Modules
Advice for Life tracks the Discovery, Planning, Solutions and Monitoring stages of the holistic client service business model, offering unique, best-in-class sales support tools for each module.

  • Discovery - The discovery tools available through Advice for Life help you place your clients' life situations and goals at the center of your relationship with them.
  • Planning - Leverage all that you've learned about your clients in the discovery stage to effectively plan for each of your clients' life goals by constructing plans that supports these goals.
  • Solutions - This module encompasses the implementation phase of the life strategies you've mapped out for your clients. Wealth and asset protection strategies you recommend address short, intermediate and long range lifetime goals.
  • Monitoring - This final phase offers resources for an essential, but often overlooked component of financial life planning: Monitoring. Advice for Life offers tools to help you proactively address areas of need and opportunity, anticipate change and adjust client plans as necessary.