Use your Broker/Dealer Scorecard for peace-of-mind when choosing a new partner for your business

white paper thumbnail

Are you ready for a change, but can't decide which broker/dealer is right for your business?

You’re not alone—as an independent financial advisor, it can be daunting and complicated to find the right partner for your business' unique needs.

That’s why we at LPL Financial have created our Broker/Dealer Scorecard.

Our Scorecard is expertly crafted to help you easily determine who is the best partner for your practice, based on the support and resources that are critical to you.

With your Broker/Dealer Scorecard, you’ll be able to easily compare broker/dealers across important support services and resources, such as:

  • Technology

  • Research

  • Brand Reputation

  • Transition, Scaling, & Succession Planning

  • Firm Stability, Growth, & Market Leadership

  • Advisor Independence

  • And more!

By comprehensively comparing how potential partners stack up, you can gain the clarity you need to move forward with an affiliated broker/dealer and successfully grow your business.

Download your Broker/Dealer scorecard now to quickly and easily compare broker/dealers based on your business' goals.

Download the Broker/Dealer Scorecard to compare how potential partners stack up

By submitting this form I agree to receive emails from LPL Financial, including helpful white papers, news and promotional offers.