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Joe Budd Partners With LPL to Carve Out More Time for Clients

Joe uses LPL’s advanced solutions that help automate many of the day-to-day tasks that were consuming his time, freeing him to build deeper client relationships.

He appreciates the flexibility to select products that are most relevant to his operations, like our intuitive CRM platform that allows everyone on his team to find the client information they need in real time.

Watch this episode to learn about the products Joe uses to create “wow moments” for his clients.