Financial Advisor Marketing Services and Solutions at LPL

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

Customized Marketing Solutions

Industry-Leading Marketing Resources

Regardless of your practice size or specialty, we're here to help you increase your brand's reach, deepen client relationships, and reach ideal investor clients who are the right fit for your financial advisory services.

LPL Financial offers a wide range of marketing solutions and customized marketing plans developed by our Marketing Solutions professionals.

If you need to reach your ideal clients through traditional marketing channels — events, direct mail, and local sponsorships — we can help you get started or accelerate growth.

diverse senior business men meeting, working on laptop

Key Marketing Solutions Benefits for Financial Advisors

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.

Learn More

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.

Learn More

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.

Learn More

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 Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

two young businesspeople in office setting looking at computer screen

LPL Roadmap Update: Top Enhancements from Q1 2025

casually dressed businesspeople standing in meeting room

5 Factors to Consider When Joining an RIA Firm

| LPL Financial

couple walking up cement path next to river

Goals-Based Financial Planning Guide for Advisors

| LPL Financial

Kimberly Sanders, SVP, Head of Emerging Solutions, LPL Financial

Opening a New Financial Office: 4 Key Roles Real Estate Plays

Gary Carrai, chief product officer at LPL Financial

How Financial Advisors Can Embrace AI in Wealth Management

two female silhouettes, blue and orange, ERG

How Women in Finance Are Finding Success at LPL Financial

| LPL Financial

View More

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.

Learn More

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.

Learn More

LPL Admin Solutions

 

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

Learn More

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