LPL Marketing Solutions for Advisors

As a financial advisor, it can be difficult to know how to advertise your business. LPL’s Marketing Solutions can help. With a marketing consultant we help you navigate today’s modern digital waters through planning, creating, and executing a customized marketing strategy for your business.

Get Tailored Marketing Strategies For Your Business

Your business offers unique benefits, but in today’s ever-evolving digital landscape it can be difficult to know how to advertise those benefits. Whether you’re trying to gain new prospects, or define your brand voice to ensure you nurture your current client base, LPL’s Marketing Solutions can help. 

At LPL Financial, we  pair you with a marketing consultant who will offer expert advice and guidance in making the most of available digital opportunities that offer measurable outcomes.

"Finding a solution at LPL to do marketing, especially in the virtual space has been a big plus for me. It gives me a presence in my marketplace virtually that I just couldn't have on my own."

Paul Decelles

Paul Decelles Financial Strategies

Key Benefits of Marketing Solutions

Modern Marketing

Robust digital presence and brand amplification focused on unique aspects of your practice.

Drive Business Growth

Automated lead generation, nurture, and client communications for expedited business growth.

Omni-Channel Strategies

By engaging clients across channels and media we help build relationships that will resonate long into the future.

Marketing Solutions by the numbers


increase in web traffic


average annual increase in social media connections


the industry average in open click rates*

*Based on a sample of subscribed advisors with open rates more than double the industry average of 22%.

Ready to learn more?

Your marketing consultant can plan and execute a variety of marketing campaigns from an agency-level perspective combined with a financial industry acumen to ensure you reach the right audience. They will work closely with you to define your brand voice, tone, and business objectives to create a robust and thorough digital presence to help drive leads.

LPL’s representatives are eager to answer your questions about LPL Marketing Solutions and how it can help you achieve your vision of business success.

Additional Solutions

Marketing Solutions FAQs

We’ll help you achieve a cohesive and thoughtful digital presence, grow your client email list, execute targeted email and social media campaigns, and help you effectively convert prospects into clients. This level of engagement includes more than the marketing basics required in today’s digital landscape.


From showcasing your unique value proposition to integrating automated programs like ScheduleOnce to drive business development efficiency — your dedicated marketing consultant is focused on amplifying your brand and increasing engagement.


  • First, we’ll create a strategic marketing plan that resonates with your target market, aligns with your business goals, and reduces client attrition.
  • Next, we’ll deliver a personalized Marketing Road Map, a central resource where you can review your marketing strategy with a calendared plan of action, examine tactics, and have up-to-date visibility into your scheduled market activity.
  • Finally, we report out on learnings and leverage your marketing analytics to inform your next moves.

Your marketing consultant will:

  • Establish or strengthen your Google My Business listing 
  • Implement Google Analytics onto your website to further target marketing efforts
  • Create compliant website content to strengthen search engine optimization (SEO) performance
  • Enhance your website with compliant landing pages and lead-generation forms
  • Deliver tailored compliant blog articles for your website, email newsletters, and social posting

Your marketing consultant will:

  • Build email lists tailored to your specific target audiences and business goals
  • Create and distribute emails to current or prospective clients (choice of lead nurture, prospective drip campaign, or newsletter)
  • Create, schedule, and publish your pre-approved social postings on Facebook, Twitter, and LinkedIn to reach your desired target audiences. This content is always available for your advanced review, editing, and approval on your personalized marketing road map

Yes, every piece of marketing content we post on your website or on social media channel is fully compliant. If you generate a piece of content, we can also help with routing the appropriate compliance review process on your behalf. In the event of an audit, you will be fully prepared.


The views and opinions expressed by 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.

For Professional Use Only.

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