Case Study: LPL Financial achieves compliant advisor scheduling with OnceHub

LPL Financial selects OnceHub for inclusion in the firm’s Vendor Affinity Program

LPL Financial, a major network serving more than 16,000 financial advisors and RIAs plus nearly 800 institutional clients, needed a compliant way to make scheduling easier for advisors and their clients. OnceHub’s enterprise scheduling solution, ScheduleOnce, was chosen for LPL Financial’s Vendor Affinity Program to help reduce administrative complexity, improve the digital service experience, and support remote client meetings.

With OnceHub, LPL Financial advisors gained a branded booking page that lets clients and prospects schedule face-to-face, phone, or virtual meetings without back-and-forth emails. The solution also automates confirmations and reminders and supports flexible meeting formats such as group sessions, resource pools, and panel meetings, helping advisors operate more efficiently while staying aligned with security and compliance requirements.

LPL Financial

Rob Pettman

Executive Vice President, Products and Platforms