LPL Financial Marketing Blog

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

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3 Steps to Better Social Media Content Planning for Advisors

| Sarah LeBlanc, Vice President, Marketing, LPL Financial

Learn three tips for creating an effective social media content plan that will help you reach your target audience and accomplish your marketing objectives.

5 Tips to Improve Email Marketing Campaigns for Financial Advisors

| Suzy Reyes, 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.

How a Financial Advisor Can Become a Published Author

| 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.

Top Reasons Advisors Should Create a Google Business Profile

| Suzy Reyes, Marketing Consultant, Marketing, LPL Financial

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

Social Media for Financial Advisors: How to Improve Your Results

| 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?

Map Out Your Financial Advisor Marketing Plan

| 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.

6 Ways Advisors Can Incorporate Testimonials into Marketing

| 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.

How Advisors Reach Audiences During Life’s Biggest Stages

| 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.

How Financial Advisors Can Plan & Host Effective Client Events

| Suzy Reyes, 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.

5 Effective Strategies to Market Your Financial Institution

| 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.

Expand Your Online Presence with Search Engine Optimization

| Mattie Boone, Associate Marketing Consultant, Marketing, LPL Financial

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

Tips & Strategies for Target Marketing in the Financial Space

| Morgan Hennigan, Associate Marketing Consultant, Marketing, LPL Financial

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

3 New Features for Advisors to Create an Efficient Marketing Plan

| Suzy Reyes, Marketing Consultant, Marketing, LPL Financial

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

Top 3 Ways Financial Advisors Can Use Testimonials

| 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.

Podcasting and Video Marketing: One Advisors Success Story

| 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.

How Financial Advisors Can Target Millennials Where They Are

| 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.

Marketing Tools to Help LPL Financial Advisors this Holiday Season

| 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.

How Advisors Can Use Center of Influence for Marketing Strategy

| 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.

Title Tag 3 Ways to Engage Marketing Resources at LPL Financial

| 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.

Financial Advisor Marketing Fundamentals: Back to the Basics

| 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.

3 Strategies for Financial Advisors to Reach GenX

| 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.

6 Tips to Incorporate Seasonality into Your Content Strategy

| Suzy Reyes, 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.

A Communications Experiment to Grow Your Financial Practice

| 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.

2 Tools to Help Financial Advisors with Seasonal Marketing

| 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.

LPL Financial’s Tools for Success: Social Media Workbook

| 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.

Five Ways LPL Advisors Can Nail Their Next Event

| 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.

4 Steps for Financial Advisors to Create a Marketing Plan

| 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.

The 5 W’s of Vlogging for Financial Advisors

| 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.

5 Types of Paid Advertising to Reach Your Target Audience

| 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.

3 Simple Ways to Upgrade Your SEO Efforts

| 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

| 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!

5 Steps to Creating a Client Persona for Your Financial Practice

| 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.

5 Steps to Building a Financial Advisor Brand at LPL

| 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.

Seven Social Media Tools That Promote Efficiency

| Suzy Reyes, 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.

Six Tips for Seasonal Marketing Success

| 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.

7 Steps to Creating a Successful Webinar for Financial Advisors

| 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.

3 Steps for Planning Your 2021 Content Strategy

| Suzy Reyes, 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.

5 Ways to Capture Multigenerational Wealth

| Katie Maxwell, Assistant Vice President, Marketing, LPL Financial

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

Why Podcasting Should be Part of Your Marketing Strategy

| 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.

7 Tips to Help You Stand Out on Social Media

| 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.

6 Types of Video That You Can Start Using Today

| 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.

Seven Steps to Host a Successful Virtual Event

| 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.

Five Beginner Tips for Facebook Live

| 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.

Why You May Need More Than One Social Media Platform

| 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.

The One Thing You MUST Do To Succeed with Social Media Marketing

| 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.

Make Video Work for Your Practice

| 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.

Introduction to Vlogging for Financial Advisors

| 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.

Five Ways to Grow Your Social Media Followers

| 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.

Advisor Success Story: The Benefits of Having a Strong Social Media Presence

| 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.

Five Fabulous Social Media Tools You Need to Know About

| 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.

Marketing Content Calendar 101: Planning Your Content Strategy for 2020

| 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.

Pro Tip: Schedule a Quarterly Content Meeting

| 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

| 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

| 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

| 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

| 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

| 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

| 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

| 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

| 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

| Lou Calabrese

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

| 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

| 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

| 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

| 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

| 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?

| 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

| 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.

Let Go of Your Fear of Blogging in 3 Steps

| 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

| 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

| 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

| 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

| 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

| 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

| 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

| 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

| 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?

| 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?

| 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

| 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

| 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

| 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

| 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.

Don’t be Afraid to Turn Prospects Away

| 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.

8 Ways to Optimize Existing Content

| 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.

What’s Working in Financial Advisor Marketing

| 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

| 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.

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