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LPL Financial Adds Slack CapabilitiesLPL Financial Adds Slack Capabilities

Channel-based messaging platform Slack will be rolled out to LPL Financial's 17,000 advisors, allowing teams to communicate faster than with email.

Diana Britton, Managing Editor

August 18, 2020

1 Min Read
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LPL Financial is giving its financial advisors access to Slack, a channel-based messaging platform that will allow teams to communicate faster than with traditional email.

“Slack is an ideal solution to bring teams together in this virtual environment, making it seamless to operate in support of their clients, while increasing the digital capabilities that will be the driving force of the advisor practice of the future,” said Burt White, managing director and chief investment officer at LPL, in a statement.

Slack features channels, where advisor team members can stay organized and have central spaces for conversations, files, tools and people. It also has messaging capabilities, as well as voice and video calling.

“We’re seeing more companies like LPL invest in Slack to improve communication, alignment and agility in an ever-changing environment,” said Robert Frati, senior vice president of sales and customer success at Slack.

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About the Author

Diana Britton

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.