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Tools to Help LPL Financial Advisors this Holiday Season

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.

If you are interested in hosting an event this holiday season, check out Event Ideas & Direct Mail on the Marketing Your Practice page.

Holidays are right around the corner! It’s important to make holiday touchpoints because it gives you a chance to check up on clients, reach out to prospects, and stay connected. LPL Financial’s Marketing Consulting has tools and resources available to help you during this holiday season. Holidays are such a busy time and we want to show you an easy and timely way to stay connected to your clients and prospects in the upcoming season. Let’s go ahead and take a closer look at how LPL’s advisors can utilize tools available to them at LPL Financial.

Marketing on Demand

We have greeting cards, thank-you cards, and business gifts on Marketing on Demand that are easy for you to utilize and send to clients via email or traditional mail.

To start off, greeting cards are a great way to stay in front of your clients and prospects during the holiday season. We have multiple selections of greeting cards and designs to choose from—including Halloween, Thanksgiving, Christmas, and more! These greeting cards are easy to personalize and send directly to your prospects and clients. We also have thank-you cards that you can send to your clients to demonstrate how thankful you are for them this holiday season. For our business gifts, we have men’s and women’s apparel, drinkware, luggage, golf equipment, office supplies, and more. These are all great ways to stay connected and show your appreciation to your clients and prospects.

Social Media

The Social Media Content Library is a great resource for advisors to find holiday content. There is a whole section dedicated to seasonal outreach opportunities where you can find content to publish automatically on social media channels—including LinkedIn, Twitter, and Facebook—for the upcoming holidays. This is an easy way to reach many people and wish your connections, friends, and family happy holidays. Don’t forget we also have our Content Calendar Template for planning out content ahead of time!

LPL Vendor Affinity Program

This is a great place to access our compliance-approved vendors. Our email vendors are a great resource for sending out holiday e-cards to your entire list of contacts in one click. If you’re already signed up on FMG, Constant Contact, or Broadridge, check out their library to see their options. If you want to do more than email, the Vendor Affinity Program also has vendors for gifting and marketing outreach. A few of our popular vendors during the holiday season are Wall Street Greetings, C Print, and Olive & Cocoa.

Resource Center

The Marketing Your Practice page is full of valuable information for you to utilize. Here are some helpful tools to keep in mind this holiday season:

  • The 2022 Marketing Content Calendar – This calendar is great for advisors to look ahead and plan out touchpoints for clients especially during the busy holiday season.
  • Event Ideas & Direct Mail – We all know that holiday events are popular, and we want to help you plan and stay ahead. If you are interested in hosting an event this holiday season, check out Event Ideas & Direct Mail on the Marketing Your Practice page. This section has event templates, client-event ideas, and client-event guides! These resources are here to help you execute your event in an efficient and easy way while also having a fun holiday season!

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.

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.

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

Tracking 1-05322992 Exp 9/24


Morgan is passionate about helping others with their marketing strategies and loves all things marketing. View full bio.