Ring in 2025 with High-Powered Marketing & Technology

When used together, marketing and technology can significantly enhance an advisor's connection with their clients and help grow their practice. More personalized interactions and communications keep an advisor top of mind, build trust, and strengthen relationships. As you create a consistent voice and tone, free up time for personal interactions, and improve the client experience through digital connections, you'll also amplify your brand.

But what’s the best way to create efficiencies? How can you determine which tools are best for you and your financial practice? Two simple actions that don't require out-of-pocket investments can answer those questions, helping you improve client relationships and grow in the new year.

Build Your Brand to Create Client Connections

From the very first interaction, your branding and marketing should give the right first impression, speak to your services, and authentically present yourself to prospects. Creating emotional connections that go beyond financial expertise can help clients feel understood and valued, leading to long-term loyalty and referrals. With 70% of advisors gaining new clients through referrals, it’s important that prospects get to know you through your online and digital marketing.*

If you feel your marketing program needs improvement, now's the time to pause and reset, reflecting on these key fundamentals:

• Have a clearly defined value proposition that you use consistently for your brand story. If you haven’t already, consider outlining what you do, how you do it, and what separates your practice from the competition.
• Make sure your website highlights that value proposition on the homepage, showcases your team and areas of expertise, provides opportunities for clients and prospects to engage with you, and has been designed to be secure and responsive.
• Consistently share relevant and engaging content on social media that highlights your expertise, humanizes you as a person, and connects with centers of influence.

Upgrade Your Tech for a Better Client Journey

By leveraging technology, you can provide clients with more accessible information and engage with them in innovative ways. This not only enhances their experience, but also strengthens the relationship you have with them, often leading to growth. Automating tasks, like sending required paperwork or transferring data, enhances your efficiency and gives you more time to focus on your clients.

While recognizing the importance of digital experiences, advisors still struggle with mobilizing the right resources, developing an effective plan, and acquiring the necessary expertise to deliver those experiences. Having time-saving tools for tedious tasks in your practice won’t yield the best results unless they work together seamlessly. Before adopting a new product, consider how it will integrate with your existing technology. Typically, the best solutions are also the most flexible and can adapt with you.

How LPL Financial Advisors Step It Up

To help navigate today’s modern digital waters, financial advisors at LPL have access to Marketing Solutions. Through tailored strategies, marketing consultants help achieve a cohesive and thoughtful digital presence to drive leads and convert prospects into clients.

Advisors also leverage LPL's wealth management technology to expand digitized workflows and improve operational processes. And when considering the potential of their tech stack, they can take our self-guided digital assessment. This helps identify the most effective technologies for their practice and discover new ways to optimize their current tools.