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LPL Partial Book Sales: Program Overview and Partial Book Transfer Tool Demo
LPL Financial offers a simple, efficient process for purchasing your low-revenue accounts, providing straightforward deal terms and a competitive cash payout for accounts that may otherwise be difficult to sell. Chris Ganoe, AVP of Investor Focused Solutions, will provide an overview of the program and walk through our new LPL Partial Book Transfer Tool. This new tool provides Advisors with ease of execution, eliminating the guesswork, time delays, and negotiations typically associated with a traditional book sale.

Partial book sale enables you to easily rebalance your book of business, creating more time for revenue drivers while monetizing the lower-producing segments of your practice.
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