LPL Financial

BACKGROUND

Briefly describe what your company does and your role there. 

Our company is a networking company and my role is to make sure that we are continuing to advance the network that we have available to us.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

A company that was uplifting and stayed focused. A company that would put in time and effort.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Look at all the financials for our business, makes sure all finances are correctly aligned with what is being spent and what is coming in, makes sure that correct money is being spent on events that are being planned.

How many people does your company work with?

6-10

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Good value for cost

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

The results are amazing. They are constantly checking all finances and when one thing looks off, even by a cent, they run it by accounting and makes sure it gets back in track as soon as possible.

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

The company is great. They are always on top of our finances and plan them perfectly.