Work & tools / Case study
LPL Financial · 2020–2021
Lead Assist referral platform
A repeatable referral flow designed for 16,000+ independent advisors, LPL Lead Assist.
Context
Independent advisors needed a way to turn referrals into consistent, actionable opportunities.
Challenge
Make introductions easier to surface, route and follow through across a large network.
What I did
Connect referral opportunities to advisor workflows and a scalable field playbook.
Build Lead Assist around a repeatable referral flow and advisor-facing enablement.
Results
- 16,000+ advisors
- Lead Assist platform
- Repeatable referral flow