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

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

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. 

Other LPL Solutions


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