ClientWorks Fundamentals Getting Started: Navigation & Resource Center
ClientWorks Fundamentals is a live, interactive webinar where new financial professionals and their staff will learn about LPL's tools and technology for moving and establishing their LPL Financial practice. In this session, you will learn the core functions of Client Management, a tool that is central to conducting your day-to-day business in ClientWorks. Finally, we will bring you through a guided tour of the Resource Center, your one-stop-shop for LPL resources, forms and training all designed to help you manage your business effectively and efficiently.