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LPL Marketing Consulting

We have answers. Whether you want to talk strategy or need an answer to a specific marketing question, our marketing consultants are just a phone call or email away. Our specialists are here to help you create in-depth marketing plans, get the most out of LPL resources, and learn more about the latest tactics like using social media.

LPL’s Marketing Consulting specialists can help you build a strong brand presence and robust communication strategies.

Specialists with answers

Marketing is an essential tool for advisors who want to grow their practice. As digital channels are amplified and traditional marketing evolves, keeping up with trends can be confusing and time consuming. LPL’s Marketing Consulting specialists can help you build a strong brand presence and robust communication strategies that can help you identify and create interest from prospective clients, deepen current client relationships, and generate leads and referrals from existing clients.

The first stop on the marketing journey

Marketing Consulting is the first place LPL advisors go for all marketing-related questions. Our consultants can help you identify your marketing needs and guide you through the full range of tools and resources, from the LPL platform through our industry-renown partners. About 70 advisors each month take advantage of our free, in-depth consultations.

Resources from our partners

Choose from a network of trusted industry partners to find technology products and services ranging from social media automation to website creation to content libraries to printing services. Because of our scale, many vendors provide products or services at a discounted rate to LPL advisors.

The Advisor's Guide to Digital Marketing

Explore ways to build your business and deepen client value through today’s digital opportunities.

6 Step Advisor Marketing Plan

Build your brand and communicate your value to prospective clients by following a step-by-step guide to a measurable marketing plan.

White Paper Library

Amplify your strengths as a financial advisor by expanding your knowledge. Use these resources to help guide your clients towards success.