Three Ways to Engage Marketing Resources at LPL

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

With the digital marketing landscape changing so frequently, it’s important to take advantage of marketing opportunities available to your practice.

With the digital marketing landscape changing so frequently, it’s important for financial advisors and professionals to take advantage of marketing opportunities available to your practice. In fact, having access to tools and resources that improve your overall strategy is key to the success of your business today. Fortunately, LPL Financial has several support options available to help you stay top of mind while keeping up with present-day trends. Below, we’ve listed three ways to engage marketing resources at LPL.

Marketing Consulting

Our Marketing Consulting team is your one-stop shop for all marketing-related questions and consultations. Our resident marketing experts hold themselves to the highest level of service and support to ensure they deliver on finding solutions for financial advisors, institutions, and support staff. The team is passionate about helping practices elevate their marketing efforts while meeting your individual needs. 

They provide marketing best practices and strategies through advice and personalized resources to drive growth. Their mission is to educate and provide support on marketing tools and strategies. Through consultations and presentations, they simplify the world of marketing to help you take action, engage investors, and grow your business. The team offers complimentary consultation services, weekday support over phone and email, and an advisor-facing educational series comprised of a biweekly podcast, monthly webinar, and blog series.

To engage with the Marketing Consulting team, email Marketing Consulting or call 800-877-7210, option 9, option 5, option 1.

Marketing Solutions

Marketing Solutions is our in-house marketing agency designed to keep your brand visible and relevant, regardless of how the marketing landscape changes. For a monthly cost, our marketing consultants will help you make the most of those opportunities throughout the year, while helping you measure your efforts. They work closely with you to understand your business and brand while building a customized solution around your lead generation needs.

Our Marketing Solutions team will help you deepen the connections with current clients and increase your opportunities to connect with potential clients. They manage customized content in the form of email drip campaigns, social media content, blog writing, and compliance submissions on your behalf. When working with the team, a dedicated marketing consultant is assigned to your practice to review and discuss progress each month.

If you’re interested in a digital marketing strategy that is executed on your behalf, please visit LPL Business Solutions Discover Marketing to complete the form, and a member of their team will be in touch with you directly.

Vendor Affinity Program

LPL Financial offers a Compliance-approved Vendor Affinity Program, which makes it easy to find third-party vendors that offer discounted pricing to impact your bottom line. We’ve proactively vetted reputable businesses to meet the highest standards for our advisors. All participating vendors offer reduced pricing for their products and services and are available to help improve every aspect of your business — including office management, financial planning, CRM, research, and customer appreciation. There’s also an entire section dedicated to marketing and social media where you’ll find branding, event marketing, and graphic design vendors. You’ll also find information on the marketing automation tools, website vendors and email solutions that are available to you.

For those who have access to the Resource Center: Click here!

Questions and Consultations

If you have questions or would like to schedule a one-on-one consultation, or if you’d like to subscribe and receive email alerts when new articles become available, contact LPL Marketing Consulting at (800) 877-7210, Option 9, Option 5, Option 1, or email Marketing Consulting.

Consult your compliance department for information about the rules and use of social media and the review of all advisor marketing materials.


Katie provides strategic, customized marketing consultations to independent advisors, banks, and institutions on website design, content creation, and social media best practices. View full bio.