Through an annual subscription with RLC Direct, LPL Advisors have access to a suite of innovative tools and strategies to identify, acquire and retain the right type of client. RLC has many premium resources, including a dedicated team of highly credentialed ERISA experts to help you navigate the current environment and maximize the opportunities that exist. Our range of expertise can assist with private wealth client cases as well as employer-sponsored retirement plan opportunities.
RLC Direct provides direct access to RLC’s thought leadership and business building tools to help you gather new assets.
RLC’s consulting support revolves around collaboration with financial advisors on their private and corporate client cases. We provide technical ERISA guidance and practical application of the rules governing our industry. We work one-on-one with advisors to create actionable and repeatable strategies to effectively win new business.
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