Sarah LeBlanc, Vice President, Marketing, LPL Financial

Sarah LeBlanc

Vice President, Marketing, LPL Financial


Sarah provides custom marketing and social media consultations for LPL Financial advisors and investment programs. In this role, she consults with and supports clients in effectively marketing their businesses in today’s increasingly competitive environment.

Prior to LPL Financial, Sarah was at the San Diego Union-Tribune where she drove consumer marketing strategy, analytics and advertising agency management for the newspaper’s website, and at Capital One Financial Corporation where she launched vertically integrated marketing programs.

Sarah holds a B.A. degree from James Madison University with a major in Media Arts and Design and a minor in Advertising.

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5 Tips to Improve Email Marketing Campaigns for Financial Advisors

| Suzy Reyes, Associate 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

5 Tips for Financial Advisors to Improve Email Campaigns

5 Tips for Financial Advisors to Improve Email Campaigns

March 27, 2024 Suzy Reyes, Associate 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.
6 Ways Advisors Can Incorporate Testimonials into Marketing

6 Ways Advisors Can Incorporate Testimonials into Marketing

July 06, 2023 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.
3 Strategies for Financial Advisors to Reach GenX

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.
LPL Tools for Success: Social Media Workbook

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.
5 Types of Paid Advertising to Reach Your Target Audience

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.
5 Steps to Creating a Client Persona

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

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

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.
Five Ways to Grow Your Social Media Followers

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.
Five Fabulous Social Media Tools You Need to Know About

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.
Pro Tip: Schedule a Quarterly Content Meeting

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.
6 Steps to a Killer LinkedIn Profile

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.
The Key to Marketing Success – Pick One Thing

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.
Three Reasons Financial Advisors Need Twitter

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

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 Often Should You Contact Your Clients to Optimize Retention

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

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

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.
Let Go of Your Fear of Blogging in 3 Steps

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

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.
5 Steps to Getting Started With Video Marketing

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

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

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

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

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?

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?

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

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

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

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

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

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

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

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.