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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How Financial Advisors Can Plan and Host Effective Client Events

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.

5 Marketing Strategies for Financial Institutions

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.

Expand Your Online Presence with Search Engine Optimization

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.

Effective Tips for Target Marketing in the Financial Space

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.

3 New Features for Advisors to Create an Efficient Marketing Plan

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.

Top 3 Ways for Advisors to Use Testimonials

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.

Advisor Success Story: Podcasting and Video Marketing Content from Aaron B. Moore

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.

Target Marketing for Millennials in the Financial Industry

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.

Tools to Help LPL Financial Advisors this Holiday Season

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.

How to Use COI for your Marketing Strategy

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.

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.

3 Strategies for Financial Advisors to Reach GenX

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.

6 Tips to Incorporate Seasonality into Your Content Strategy

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.

A Communications Experiment to Grow Your Financial Practice

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.

2 Tools to Help Financial Advisors with Seasonal Marketing

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.

LPL Tools for Success: Social Media Workbook

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.

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.

How to Create a Marketing Plan in 4 Steps

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.

The 5 W’s of Vlogging for Financial Advisors

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.

5 Types of Paid Advertising to Reach Your Target Audience

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.

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!

5 Steps to Creating a Client Persona

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.

5 Steps to Building an Advisor Brand

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.

Seven Social Media Tools That Promote Efficiency

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.

Six Tips for Seasonal Marketing Success

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.

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.

3 Steps for Planning Your 2021 Content Strategy

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.

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.

Why Podcasting Should be Part of Your Marketing Strategy

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.

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.

6 Types of Video That You Can Start Using Today

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.

Seven Steps to Host a Successful Virtual Event

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.

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.

Why You May Need More Than One Social Media Platform

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.

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

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.

Make Video Work for Your Practice

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.

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.

Five Ways to Grow Your Social Media Followers

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.

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

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.

Five Fabulous Social Media Tools You Need to Know About

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.

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.

Pro Tip: Schedule a Quarterly Content Meeting

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.

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 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.

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

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

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 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.

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 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.

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 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.

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.

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.

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.

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 02, 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.

5 Marketing Strategies for Financial Institutions

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.

Expand Your Online Presence with Search Engine Optimization

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.

Effective Tips for Target Marketing in the Financial Space

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.

3 New Features for Advisors to Create an Efficient Marketing Plan

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.

Top 3 Ways for Advisors to Use Testimonials

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.

Advisor Success Story: Podcasting and Video Marketing Content from Aaron B. Moore

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.

Target Marketing for Millennials in the Financial Industry

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.

Tools to Help LPL Financial Advisors this Holiday Season

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.

How to Use COI for your Marketing Strategy

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.

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.

3 Strategies for Financial Advisors to Reach GenX

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.

6 Tips to Incorporate Seasonality into Your Content Strategy

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.

A Communications Experiment to Grow Your Financial Practice

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.

2 Tools to Help Financial Advisors with Seasonal Marketing

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.

LPL Tools for Success: Social Media Workbook

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.

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.

How to Create a Marketing Plan in 4 Steps

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.

The 5 W’s of Vlogging for Financial Advisors

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.

5 Types of Paid Advertising to Reach Your Target Audience

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.

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.

Six Tips for Seasonal Marketing Success

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.

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.

3 Steps for Planning Your 2021 Content Strategy

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.

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.

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.

Pro Tip: Schedule a Quarterly Content Meeting

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.

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

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

3 Social Media Tactics to Define Your Personal Brand

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.

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.

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.

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.

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 02, 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.

5 Steps to Creating a Client Persona

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.

5 Steps to Building an Advisor Brand

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.

Seven Social Media Tools That Promote Efficiency

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.

Why Podcasting Should be Part of Your Marketing Strategy

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.

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.

6 Types of Video That You Can Start Using Today

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.

Seven Steps to Host a Successful Virtual Event

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.

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.

Why You May Need More Than One Social Media Platform

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.

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

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.

Make Video Work for Your Practice

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.

Five Ways to Grow Your Social Media Followers

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.

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

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.

Five Fabulous Social Media Tools You Need to Know About

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.

6 Steps to a Killer LinkedIn Profile

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.

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.

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.

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.

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.

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 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.

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.

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 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.

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.

How Financial Advisors Can Plan and Host Effective Client Events

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.

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!

Bringing Marketing to You at Focus

July 29, 2019 Lou Calabrese

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.