Katie Maxwell

Assistant Vice President, Marketing, LPL Financial

Katie provides strategic, customized marketing consultations to independent advisors, banks, and institutions on website design, content creation, and social media best practices. Through a consultative approach, she helps to clarify digital marketing in a constantly evolving industry.

Katie brings over 10 years of digital marketing experience to LPL’s advisors and the Marketing team. She received a bachelor’s degree in marketing from St. Bonaventure University.

Three Ways to Engage Marketing Resources at LPL

July 06, 2022 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

With digital marketing changing so frequently, it’s important advisors stay current and take advantage of marketing opportunities. LPL provides three options.

Marketing Fundamentals for Financial Advisors: Back to the Basics

June 01, 2022 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Have your marketing strategies evolved with your practice? If not, it's time to reflect. Use these marketing fundamentals to help get you back to basics.

Five Ways LPL Advisors Can Nail Their Next Event

December 01, 2021 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Events help advisors connect with their target audiences and establish brand recognition locally & digitally. Learn five ways to help nail your next event.

3 Simple Ways to Upgrade Your SEO Efforts

August 04, 2021 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Improving your advisor website through SEO tactics can people find your website and can help grow your practice. Learn the 3 ways to improve your website.

5 LPL Resources to Support Your Virtual Events

July 06, 2021 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

LPL offers advisor resources to help plan a successful virtual event. Learn how we can support you!

7 Steps to Creating a Successful Webinar

February 02, 2021 Taylor Wilson and Katie Maxwell

As a financial advisor working remotely in 2021, LPL has provided 7 key steps to create and run successful webinars with your clients.

5 Ways to Capture Multigenerational Wealth

December 02, 2020 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Learn tips to position your practice for long-term success by capturing & leveraging multigenerational wealth.

7 Tips to Help You Stand Out on Social Media

October 06, 2020 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Social media is an essential part of your financial practice’s strategy. With social distancing, it’s even more important now. Learn how to adapt by reading below.

Five Beginner Tips for Facebook Live

July 08, 2020 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Are you looking for exciting new ways to connect with your audience in real-time? Learn how to use Facebook live to engage and build your online community.

Introduction to Vlogging for Financial Advisors

March 04, 2020 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Enhance your marketing strategy and increase brand recognition by starting a vlog. Learn how this technique can help grow your audience and reach new prospects.

Marketing Content Calendar 101: Planning Your Content Strategy for 2020

December 17, 2019 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Make the most of your yearly planning by using the LPL Marketing Content Calendar as your guide. Here is everything you need to know to get started.

Plan for the Year Ahead: Make your Financial Practice a Priority

October 15, 2019 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Learn how to put a plan in place to market your financial practice in the new year. Read this step by step guide to make marketing your practice a priority.

The Benefits of Paid Search

August 20, 2019 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Paid search can be an effective way to increase brand recognition and generate leads. Learn how you can improve your practice’s marketing strategy.

SEO 101 For Financial Advisors

May 14, 2019 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

Search Engine Optimization puts your practice in the best position to maximize your business growth. Read below to learn how to enhance your SEO strategy.

The 5 Pillars of Digital Marketing for Financial Advisors

February 19, 2019 Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

These 5 pillars of digital marketing will help you reach your target audience, drive brand awareness, and retain long-term client relationships.