Join The Team
High Touch and High Service.
A Smooth Transition.
We provide advisors with the workflows, advice, and support required for a smooth transition. LPL’s experienced Business Transition Partners team can ensure a smooth conversion at every stage, including client onboarding, repapering, and product mapping. On average, LPL transitions over 1,200 advisors a year; by teaming up with LPL, we are more efficient in how we can use our experience and expertise to make your move seamless.
Economies of Scale.
Because LPL Financial can give larger producer groups more competitive pricing in areas such as commission and fee-based payouts, many of our advisers find that joining Marshall Investment Management represents a better deal financially than joining the broker-dealer directly.
Marshall Investment Management can provide lead-generation, such as specific niches like federal government employees. Marshall Investment Management has conducted hundreds of pre-retirement seminars for these agencies and can provide you with the training necessary to conduct your own seminar to the largest employer in the United States.
We offer our advisers access to experts that we partner with such as attorneys and certified public accountants for their practice management questions.
With years of financial planning services experience, our team can help develop your administrative staff. We’ll help them become more efficient at managing your business so you can remain laser-focused on supporting your clients and building your team.
Investment Models. Advisers on our team have access to our actively managed investment models. You have the choice to use your own money management style or use ours. If you would rather focus on your client relationships and building your practice, leave the money management to us.
At Marshall Investment Management, fostering a team approach with our advisers is a top priority. Making sure you know our team is a resource for growing your business, marketing ideas, money management, and ongoing support is paramount to our relationship with you. As part of our team, you will also have access to our resources with LPL such as the Service 360 Team. The Service 360 Team is a dedicated group that works with larger firms, so you know you’ll be getting the best service possible!