Marketing Support for Financial Advisors at LPL

Whether you’re looking to define or grow your brand as an advisor, LPL’s on-demand materials, personalized consultations, and customized marketing strategies can help set you apart and fuel growth.

Industry-Leading Marketing Resources

Regardless of your practice size or specialty, we’re here to help you expand your reach, deepen client relationships, and connect with investors who are the right fit for your service model. 

LPL Financial offers a wide range of marketing support, including on-demand materials you can use on your own, personalized consulting, and customized marketing plans developed and executed for you by our Marketing Solutions professionals. 

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Key Benefits for Marketing Solutions

Designated Marketing Consultant

Free up time and capacity to focus on your practice while LPL’s Marketing Solutions specialists create, execute, and measure the impact of your custom digital marketing strategy.

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Engaging Marketing Content

LPL’s on-demand marketing materials can help you hone your message and cultivate a clientele that would benefit from your unique offerings.

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Personalized Marketing Consulting

Connect with our marketing consultants to learn how you can create an effective marketing plan, employ specific tactics like social media, and navigate LPL’s marketing resources.

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Marketing Resources

LPL’s Marketing department offers a wealth of compliance-approved, turnkey materials and marketing best practices to help financial advisors like you promote your practice and drive business growth.

Marketing On Demand

Save time and money with a variety of compliance-approved, customizable marketing materials for building brand awareness and effectively communicating with clients and prospects.

Social Media Support

LPL's Digital Marketing Platform automates and simplifies advisors’ digital marketing with built-in compliance workflows, CRM integrations, and omnichannel content distribution.

Vendor Affinity Program

This program features compliance-approved third party solutions at discounted pricing for LPL advisors — including website vendors, social media, communication, client gifting, and print material support.

Marketing Consulting

LPL’s Marketing Consulting professionals seek to simplify the world of marketing so advisors like you can take action, engage investors, and grow your business. 

Concierge Level Support

For marketing-related questions, we offer complimentary consultations to evaluate your current marketing activities and identify actionable goals and measurable objectives.

Marketing Thought Leadership

Follow our team’s ongoing blog, videos, demos, and webinar presentations for actionable strategies and marketing best practices.

LPL Marketing Solutions

Increase prospect potential, and enrich current client relationships, through a digital marketing strategy curated and executed by an experienced consultant.

“The Marketing Consulting team helped us build a sophisticated digital presence that drove measurable business growth step-by-step, starting from scratch over a period of years. Now we prospect by answering the phone and email.”

Mark Leibman

228 Main

LPL Financial Marketing Blog

From social media, to marketing plans, our financial marketing blog will help you choose financial professional marketing strategies that are right for your practice.

5 Tips for Financial Advisors to Improve Email Campaigns

5 Tips to Improve Email Marketing Campaigns for Financial Advisors

| Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

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How a Financial Advisor Can Become a Published Author

| Kate Pettit, Marketing Consultant

article image for marketing blog

Top Reasons Advisors Should Create a Google Business Profile

| Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

Social Media for Financial Advisors: How to Improve Your Results

Social Media for Financial Advisors: How to Improve Your Results

| Katie Pettit, Marketing Consultant, Marketing, LPL Financial

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Map Out Your Financial Advisor Marketing Plan

| Morgan Hennigan, Associate Marketing Consultant, Marketing, LPL Financial

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6 Ways Advisors Can Incorporate Testimonials into Marketing

| Sarah LeBlanc, Vice President, Marketing, LPL Financial

How Advisors Reach Audiences During Life’s Biggest Stages

How Advisors Reach Audiences During Life’s Biggest Stages

| Katie Pettit, Marketing Consultant, Marketing, LPL Financial

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How to Drive Significant Growth in Your Business Each Year

Learn the 6 key areas high-performing financial advisors focus on to optimize their marketing efforts and drive high growth numbers in their practice year-over-year. 

Download the White Paper

Other LPL Solutions

High-Net-Worth Services

Broaden your expertise to attract high-net-worth clients with personalized support from LPL professionals, including planning and investment specialists.

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Mergers & Acquisitions

Get dedicated professional support for buyers and sellers, including an end-to-end solution with a team of experts to guide you through the process.

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LPL Admin Solutions

Reduce daily tasks and optimize client communication with the help of an industry-experienced and highly-skilled administrative professional.

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Important Disclosures

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Advisor firms mentioned and LPL Financial are separate entities. 

For Financial Professional Use Only. Tracking # 562377