LPL Financial Marketing Blog

From social media to marketing plans, our financial marketing blog will help you choose financial advisor marketing strategies that are right for your practice.

Filter by:
Pro Tip: Schedule a Quarterly Content Meeting
December 03, 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.

Advisor Success Story: Marketing Solutions Helped Increase My Revenue
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.

6 Steps to a Killer LinkedIn Profile
November 04, 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.

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 Key to Marketing Success – Pick One Thing
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.

Advisor Success Story: How I found My Niche Market
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.

Three Reasons Financial Advisors Need Twitter
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.

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.

3 Steps for Lead Nurturing on Social Media
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.

Bringing Marketing to You at Focus
July 29, 2019 Lou Calabrese, Vice President, Marketing, LPL Financial
Our Marketing teams share best practices, tips, and resources for marketing your business. Learn more at Focus.

How to Implement Social Selling in your Practice
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.

How Often Should You Contact Your Clients to Optimize Retention
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.

Facebook Advertising for Financial Advisors
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.

3 Ways to Use PowerPoint to Enhance Your Advisor Marketing Strategy
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.

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.

Advisor Website Scorecard: Is It Time for an Update?
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.

The 3 Gears of Marketing and Communications
April 16, 2019 Lou Calabrese, Vice President, Marketing, LPL Financial
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.

Let Go of Your Fear of Blogging in 3 Steps
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.

7 Steps to Planning Your First Client Event
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.

3 Social Media Tactics to Define Your Personal Brand
March 05, 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.

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.

5 Steps to Getting Started With Video Marketing
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.

Top 3 Twitter Mistakes to Avoid
December 04, 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.

3 Advanced LinkedIn Tactics for Financial Advisors
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.

3 Ways to Drive More Business on 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.

4 Steps to Faster Content Creation
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.

Which Social Media Sites Should You Use?
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.

How Often Should You Post?
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.

5 Reasons You Should Consider a LinkedIn Company Page
May 30, 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.

5 Tips for Brainstorming Content Topics
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.

How to Capture Your Financial Brand Essence in 4 Simple Steps
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.

How to Develop a Real Social Media Strategy
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.

8 Ways to Optimize Existing Content
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.

Don’t be Afraid to Turn Prospects Away
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.

What’s Working in Financial Advisor Marketing
February 28, 2018 Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial
Understand the 4 most important elements of any successful financial advisor marketing plan.

4 Steps to Marketing Success
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.

Pro Tip: Schedule a Quarterly Content Meeting
December 03, 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.

Advisor Success Story: Marketing Solutions Helped Increase My Revenue
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.

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 Key to Marketing Success – Pick One Thing
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.

Advisor Success Story: How I found My Niche Market
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.

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.

How Often Should You Contact Your Clients to Optimize Retention
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.

3 Ways to Use PowerPoint to Enhance Your Advisor Marketing Strategy
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.

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.

Advisor Website Scorecard: Is It Time for an Update?
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.

The 3 Gears of Marketing and Communications
April 16, 2019 Lou Calabrese, Vice President, Marketing, LPL Financial
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.

Let Go of Your Fear of Blogging in 3 Steps
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.

3 Social Media Tactics to Define Your Personal Brand
March 05, 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.

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.

4 Steps to Faster Content Creation
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.

5 Tips for Brainstorming Content Topics
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.

How to Capture Your Financial Brand Essence in 4 Simple Steps
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.

8 Ways to Optimize Existing Content
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.

Don’t be Afraid to Turn Prospects Away
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.

What’s Working in Financial Advisor Marketing
February 28, 2018 Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial
Understand the 4 most important elements of any successful financial advisor marketing plan.

4 Steps to Marketing Success
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.

Bringing Marketing to You at Focus
July 29, 2019 Lou Calabrese, Vice President, Marketing, LPL Financial
Our Marketing teams share best practices, tips, and resources for marketing your business. Learn more at Focus.

7 Steps to Planning Your First Client Event
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.