The website from the independent broker/dealer (www.worksitefinancialsolutions.com) was developed primarily for plan participants, but also may prove to be a powerful marketing tool for LPL Financial’s advisers.
“Because anyone can access and view the site, advisers have the ability to showcase Worksite Financial Solutions at a whole new level,” says Adam Sokolic, senior vice president of LPL Retirement Partners, based in San Diego. “The website’s contemporary and intuitive interface is designed to help clients understand the simplicity of the participant solutions and how they can be leveraged to help improve financial wellness.”
LPL Financial’s main objective in launching the site is to demystify retirement by offering plan participants education about their options through different life stages. “Providing online financial tools to participants such as calculators, videos, articles and tutorials is intended to help them make better financial decisions throughout their careers and become more confident about their futures,” Sokolic explains.
“Worksite Financial Solutions was built to help employees organize their financial lives and become more confident about their financial decisions,” says Dave Reich, executive vice president and head of LPL Retirement Partners.
LPL Financial is a subsidiary of LPL Financial Holdings Inc. The company provides proprietary technology, clearing and compliance services, practice management programs and training, and independent research to independent financial advisers, banks and credit unions. More information on the firm can be found at http://www.lpl.com.