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LPL Advisor Insights: Jim Platania, Jr.
Jim Platania, Jr. discusses how he's approached communicating with clients and adopting technology on the June 11, 2020 episode of LPL Live.
ClientWorks for Advisors
Access everything needed to power your practice--from day-to-day operations, to client communications and portfolio management—all from one integrated workstation.
Account View for Investors
View your account balances, activity, and financial documents—safely, securely, and 24/7—from one platform designed with the investor in mind.
