On Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Friday, April 3.

Welcome to the LPL Elite Engagement® program

Helping LPL advisors transform and scale their advisory businesses over the next six months

PHASE ONE:

Prioritize & engage

Segment for scale

Identify and prioritize clients best suited for advisory through segmentation strategies.

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GUIDE

Scale your practice with client segmentation

Learn how to create a segmentation strategy that helps optimize your high-performing practice. This guide includes a 90-day implementation roadmap to help you identify your top clients, align your service model and take immediate action toward scaling your business.

DOWNLOAD GUIDE

Program benefits

Attend six workshops designed to help grow your advisory practice through targeted learning, peer engagement and practical implementation.

  • Transition from brokerage to advisory model
  • Learn how to scale your practice
  • Access coaching and peer insights
  • Earn CE credits

Elite Engagement is just the start

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CI PRO DIGITAL COURSE

Build and lead a high-performing advisory practice

Gain deeper insights and strategies to help scale your business, optimize client relationships and lead your practice with purpose. This platform expands beyond the Elite Engagement workshop, offering four modules to help create lasting value in your business.

GET FULL ACCESS TO COURSE

For financial professionals only. Not for use with the public.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.