LPL Financial Marketing Blog

March 27, 2024 | Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

Enhance your email marketing with these 5 tips for cutting through the noise and connecting with your target audience. Learn how.

March 05, 2024 | Kate Pettit, Marketing Consultant

If you’re looking to expand your marketing reach through writing a book, follow these tips to start your next chapter as a published author.

November 02, 2023 | Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

Learn how financial advisors can leverage Google Business Profiles to increase visibility, credibility, qualified leads, and engagement with clients.

September 05, 2023 | Katie Pettit, Marketing Consultant, Marketing, LPL Financial

Social media provides a unique opportunity for personal connection, but can these platforms really drive effective results for financial business owners?

August 02, 2023 | Morgan Hennigan, Associate Marketing Consultant, Marketing, LPL Financial

A well-planned marketing strategy is one of advisors’ most powerful tools to guide their firm’s growth and help them get to where they want to go.

July 06, 2023 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

Financial advisors, learn 6 steps to help you harness the power of client testimonials in your marketing strategy and expand your reach with prospects.

June 07, 2023 | Katie Pettit, Marketing Consultant, Marketing, LPL Financial

Financial advisors, learn how to stay in touch with your clients and reach your target audience throughout their most impactful life stages.

May 08, 2023 | Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

Client events are a time-tested method for financial advisors to build relationships and generate referrals. Maximize the impact of your next client event by following these tips.

April 03, 2023 | Morgan Hennigan, Associate Marketing Consultant, Marketing, LPL Financial

Customers have more choices than ever when it comes to choosing a bank or credit union. Set yourself apart from the pack with these 5 tips for marketing success.

March 06, 2023 | Mattie Boone, Associate Marketing Consultant, Marketing, LPL Financial

Make search engines work for you with these 3 SEO tips for expanding your visibility.

February 06, 2023 | Morgan Hennigan, Associate Marketing Consultant, Marketing, LPL Financial

Discover how to reach millennials, Gen Xers, and baby boomers using these strategic marketing tips.

January 03, 2023 | SUZY REYES, ASSOCIATE MARKETING CONSULTANT, MARKETING, LPL FINANCIAL

Develop an effective marketing strategy to stay top of mind with clients and prospects using these new marketing features.

December 07, 2022 | Mattie Boone, Associate Marketing Consultant, Marketing, LPL Financial

A new SEC rule has financial advisors thrilled about a new opportunity allowing testimonials to enhance their marketing plans. Learn what you can do.

November 07, 2022 | Advisor: Aaron B. Moore

Learn how wealth advisor Aaron B. Moore found success through podcasting and video marketing. Learn how he got started, and stays consistent.

October 05, 2022 | Katie Pettit, Marketing Consultant, Marketing, LPL Financial

How do you get millennials’ attention? Meet them where they are: Social media and video. LPL discusses their tools and how to use them, to get their attention.

September 06, 2022 | MORGAN HENNIGAN, ASSOCIATE MARKETING CONSULTANT, MARKETING, LPL FINANCIAL

At LPL, advisors have access to tools to help them keep in touch with their clients, and prospects, especially around the holiday season. Learn about these tools.

August 03, 2022 | Mattie Boone, Associate Marketing Consultant, Marketing, LPL Financial

Networking is one of the most beneficial ways to grow your financial practice and your center of influence (COI). Learn the ways you can grow both.

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.

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.

May 04, 2022 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

GenX is often overlooked in conversations about financial advisor marketing. Learn two key reasons why you might want to focus your efforts in that direction.

April 05, 2022 | SUZY REYES, ASSOCIATE MARKETING CONSULTANT, MARKETING, LPL FINANCIAL

As a financial advisor, setting time aside to create a marketing plan will help cut down the amount of time spent following through. Learn the more from LPL.

March 02, 2022 | CAITIE LEIBMAN, DIRECTOR OF COMMUNICATIONS, 228MAIN.COM

You may not consider yourself a writer. That’s okay. It’s all about finding the right solution Try this experiment to get started & find a solution that works for you.

February 01, 2022 | MORGAN HENNIGAN, ASSOCIATE MARKETING CONSULTANT, MARKETING, LPL FINANCIAL

Seasonal Outreach is a great approach for you to reach out to your clients and promote different opportunities. Learn about the tools LPL recommends.

January 03, 2022 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

Social media can play a powerful role growing your practice & staying connected with clients. Check out LPL's step-by-step Social Media Workbook.

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.

November 03, 2021 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

Advisors need a well-thought-out strategy that takes into account their unique business & target market. LPL provides that strategy to get started. Read more.

October 06, 2021 | Mattie Boone, Associate Marketing Consultant, Marketing, LPL Financial

“Vlogging” gives those in the financial industry the ability to share information in a more personal and engaging way. Learn the best ways to reach out.

September 01, 2021 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

If you’re a financial advisor prospecting for clients, paid advertising can be an effective tactic. Learn what you should consider when deciding what to do next.

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.

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!

June 01, 2021 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

Creating a persona for clients and investors can help you better understand their goals and pain points. Read more on how to get started.

May 05, 2021 | Sarah LeBlanc, Vice President, Marketing, LPL Financial

The key to success when creating a brand is to approach it methodically and with consistency. Here are five steps to help you successfully create and maintain your brand.

April 05, 2021 | Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

To create a meaningful social media presence you must have a strategic approach. Read on about various tools to engage your audience across all social platforms.

March 03, 2021 | Kate Guevara

Seasonal marketing is marketing products or services in a distinct way at certain points of the year. Read more to learn how this can help you create more engaging and relatable content.

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.

January 05, 2021 | Suzy Reyes, Associate Marketing Consultant, Marketing, LPL Financial

Begin the New Year by evaluating the performance of your current strategy. Learn how to define goals, develop content, & assess performance.

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.

November 04, 2020 | Taylor Wilson

If you’ve ever considered adding a podcast to your marketing strategy, now is the time to start. LPL walks you through how to get started.

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.

September 04, 2020 | Taylor Wilson

Have you ever wondered what type of video you should use for your practice, and how to get started? Here we discuss six different types to explore.

August 04, 2020 | Kate Guevara

When it comes to marketing, virtual is the new normal. Learn how to reach and engage your target audience and find other valuable insights on how to host a successful virtual event.

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.

June 01, 2020 | Kate Guevara

Not all social media platforms are created equal. Each one offers unique opportunities to expand your business and reach your target audience. Read below to learn more.

May 05, 2020 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Knowing your audience can be a driving factor in the success of your social media marketing efforts. Know and speak directly to them to increase engagement and attract valuable prospects.

April 07, 2020 | Taylor Wilson

Video is quickly becoming one of the easiest ways to reach any target market. Read below on how to get started and the resources you need to kick start your video marketing.

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.

February 04, 2020 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Engagement is key to social media marketing success. But if you don’t grow your followers, who will you engage with? Keep reading to learn how to grow and engage your followers.

January 21, 2020 | Blake Spencer, The Pinnacle Financial Group

Creating a social media presence is a key element in any marketing strategy. Read this LPL advisors success story and how he used social media to elevate his practice.

January 07, 2020 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Are you looking for a way to spice up your media profile? Use these five tools to increase engagement and obtain greater results.

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.

December 04, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Become a thought leader in your field by creating your own content. Don’t know where to start? Read these tips below and learn how to master your quarterly content meeting.

November 19, 2019 | Evan Kirkpatrick, Wendell Charles Financial

Defining and executing a marketing strategy is made easy by utilizing the Marketing Solutions team. Their main job is to help grow your practice. Read more about this advisor’s success story.

November 05, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Have you been wanting to polish your LinkedIn profile and aren’t sure where to start? Take your first step by applying these 6 simple tactics.

October 21, 2019

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.

October 01, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

As an advisor, figuring out how to get started with a marketing program can feel overwhelming. Learn the most effective way to get started.

September 18, 2019 | Anne McCabe Triana, LPL Financial Advisor

Hear from one LPL advisor who is using her personal experience to help clients going through a life transition.

September 04, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Twitter is an essential tool to engage your current and prospective clients. Learn why using Twitter for your business is a necessity.

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.

August 06, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Traditional methods of lead nurturing aren’t as effective as they used to be. That’s why a strong strategy on social media is so important.

July 29, 2019 | Lou Calabrese

Our Marketing teams share best practices, tips, and resources for marketing your business. Learn more at Focus.

July 16, 2019 | David Buzo, Assistant Vice President, Digital Marketing, LPL Financial

Social selling is an important way to engage prospective wealth management clients on social media. Find out why your practice needs it and how to start social selling.

July 02, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Thoughtful communication with your clients can help retain their business. Here are a few communication best practices to stay top of mind.

June 18, 2019 | Ashley Ware, Digital Marketing Manager, LPL Financial

Facebook advertising has many benefits to help grow your practice. Here are 5 ways you can reap the benefits of Facebook advertising.

June 04, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

A single PowerPoint presentation can provide several learning opportunities for your clients. Learn the best ways to leverage your content to gain additional use out of your information.

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.

April 30, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Your website is a critical component of your business. Learn how to improve your site to increase engagement and drive traffic to your practice.

April 16, 2019 | Lou Calabrese

The 3 gears of financial advisor marketing include marketing to current clients, prospects and the public. Here are effective ideas for connecting with each audience.

April 02, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

What’s our #1 financial blog writing tip? Getting started is often the hardest part of blogging. Here’s how to overcome fear, brainstorm financial blog ideas, and reap the benefits of blogging in 3 simple steps.

March 19, 2019 | Katrina Hooks-Wiggins, Marketing Consultant, Solutions Center, LPL Financial

Event marketing can help you convert prospects and engage existing clients. Follow these 7 steps to plan, promote and produce a memorable event for your clients.

March 06, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

You don’t need to be a social media marketing expert to differentiate yourself online. Here are 3 simple ways to use social media to build your personal brand as a financial advisor.

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.

February 06, 2019 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Ready to try video marketing in 2019? Follow our 5-step guide to create financial advisor marketing videos for your clients.

December 05, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Is your Twitter marketing strategy coming up short? Make the most of this platform by avoiding mistakes many financial advisors make.

November 01, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Are you ready to use social media marketing to grow your financial advisor practice? Here are 3 advanced strategies to help you make the most of LinkedIn.

October 01, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Here are 3 quick, easy ways to be more active on LinkedIn so you can engage existing clients, connect with prospects, and position yourself as an expert financial advisor.

September 05, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Want to start a blog but pressed for time? This blog content creation strategy will help you write, edit, and publish content quickly and effectively.

July 24, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Find out which social media sites you should use to achieve your financial marketing goals.

July 02, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

How often should you blog? How frequent should your social posts be? In 2019, the quantity of content you create matters less than the quality of content you create. Here’s why.

May 31, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Find out why a LinkedIn Company Page is an important part of any financial advisor marketing strategy.

May 09, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Looking for financial blog ideas? These 5 tips will help you brainstorm financial investment topics and other ideas for your blog.

May 09, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Struggling to define your financial brand essence? A brand ladder can help you define your brand in four simple steps.

May 01, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Does social media have real business value? Yes – when it’s used the right way. Here’s how to develop a real social strategy in 6 simple steps.

April 20, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Financial marketing is most effective when you focus on a niche target audience, like a specific target audience for blogs. Here’s how being exclusive can actually help your financial practice.

April 20, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Find out how cleaning up old blog posts can help you maximize your existing content – so you can engage more clients in less time.

February 28, 2018 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Understand the 4 most important elements of any successful financial advisor marketing plan.

December 01, 2017 | Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Marketing success is possible when you make a plan and stick to it. Here’s how to create an effective financial marketing plan for your practice.