Investors need you – more than you know.

According to an early 2022 survey, 59% of Americans said that they need financial advice but aren’t sure where to find it – and 35% believe that they don’t have enough money to justify hiring a financial advisor.*

You may want to adjust your marketing plan so that prospective clients understand how you can help them. Better education around the benefits you provide can help grow your practice and expand your connections within your community.

LPL Financial’s marketing insider, Sarah LeBlanc, shares some simple and actionable steps for creating or pivoting your marketing strategy so you can keep your current clients engaged and let prospects know that you’re here to help. A well-developed financial advisor marketing plan can help you keep your competitive edge.

LeBlanc offers details for how to:

  • Solidify a unique value proposition
  • Develop your brand name and visual identity
  • Create a marketing plan
  • Take advantage of LPL marketing resources
  • Collaborate with experienced professionals to help grow your business

Together, we can help you put your best foot forward to keep your business on pace.

Enjoy the video.

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