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BranchNet: Resource Center



Resource Center is an informational hub within BranchNet that provides advisors with advanced business management resources, including:
  • Superior business processing and client management tools
  • Advice presentations and client communications resources
  • Research communications and information
  • Access to knowledgeable and experienced business support specialists
  • Customizable marketing programs to drive business growth
  • Best practices business, process training and continuing education

The Research team at LPL Financial provides advisors with unbiased, conflict-free investment advice through the Resource Center with more than 1,200 different types of communications annually, providing the insight you seek on the markets, economy, investment strategies and more.

Client Acquisition and Retention
More than 9,000 LPL Financial advisors depend on the extensive suite of programs, tools and resources available through ClientsFirst to find new prospects, convert them into clients, and keep clients for the long term.

Advisor Practice Management Tools
AdvisorFirst is our suite of practice management tools developed to help advisors grow their business and increase revenue. From workshops to webinars, coaching and live conference calls with industry leaders, AdvisorFirst is a comprehensive resource for building practice value.

The Resource Center provides extensive online and group training opportunities providing  advisors and their staff members the training they seek in areas like business management, reaching the next level of production, motivating and increasing staff satisfaction, and maximize resources and technology, among others. This centralized location provides advisors with access to training 24/7.