Financial advisors share benefits they’ve experienced from marketing efforts

As passionate as many advisors are about their personal brand and the practice they have built and grown over the years, full-scale marketing efforts can often still take a backseat when they have so many competing priorities.

Several LPL Financial advisors shared their experiences working with the LPL Marketing team, and how partnering with the Marketing Solutions team helped their business.

Brian Lynn of Claritas Financial Partners recently joined LPL under the Strategic Wealth Services model, and the Marketing Solutions team has exceeded his expectations. “They truly act and function as a member of the team. They’re very proactive in ways we continue to market our practice,” he said. From their company name to visual expression, the team took the time to understand his team’s needs and find the right fit.

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Interested in learning more about Marketing Solutions or the suite of services offered under LPL Business Solutions? Visit LPLBusinessSolutions.com.

The views and opinions expressed by the LPL 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 can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Ashworth Financial Group, Claritas Financial Partners, Perennis Financial Planning and LPL Financial are separate entities.