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LPL Marketing Resources

LPL has the marketing resources to help you build your brand, polish your message, deliver it, and reinforce it, to cultivate the clientele that will benefit from your unique offerings. Choose from automated email campaigns, content, guides, and workbooks to identify and reach prospects and deepen client relationships.

LPL gives financial advisors access to marketing ideas, automated email campaigns, social media guidance, and relevant content to turn their plans into action.

Marketing made easy

You got into your business to help people reach their financial goals. If you know the types of clients who you love to help, LPL can help you find your next clients and get your message in front of them. From events and webinars, automated email campaigns, social media advice, engaging content, step-by-step road maps, workbooks, and result tracking, our marketing resources can help you create, implement, and assess your marketing plan.

Automated Campaign Tool

Using our Automated Campaign Tool (ACT), you can keep your prospective clients educated and engaged with professionally written content that can be automatically scheduled for digital or direct mail delivery. This turnkey tool allows you to scale your marketing with “set it and forget it” automation that keeps your practice top of mind and positions you as a familiar and trusted financial advisor.

Marketing On Demand

Build your brand awareness and create meaningful touchpoints with clients and prospects with customized branded marketing materials. The tools and collateral available through our online portal, Marketing On Demand, platform include:

  • Business cards
  • Window stickers
  • Seminars
  • Prospect letters
  • Flyers
  • Press releases
  • Forms and kits
  • Stationery
  • Articles
  • Videos
  • Mailer inserts
  • Business gifts
  • Signs
  • Brochures
  • Client letters
  • Ads
  • Postcards

Online resources

Whether you have an established clientele or are actively growing your business, our online marketing solutions include strategies, tactics, and guidance to help you deepen client relationships. These include road maps to creating marketing plans, step-by-step guides, website and social media how-to tools, workbooks, trainings, tips, and educational information. Our partner, Gainfully, provides a free library of articles and infographics, making it easy to share social media content.

Get in on the ACT

LPL advisors share their experience with the Automated Campaign Tool.

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.