Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

Home > Support > Marketing

Marketing

When considering a firm, look for one that spends its marketing dollars working to enhance your image, not its own.

An essential element of being independent is having the freedom to choose and customize the most effective tools for marketing your business and communicating your key messages. We understand that each advisor has unique needs. With qualified, experienced staff in a number of marketing-related departments, LPL Financial can provide you with advice, answer questions, and offer ideas that translate to success for your practice.

When evaluating a firm’s marketing resources, consider the following:

  • Are they interested in building your brand or theirs?
  • Will they treat clients as yours or theirs?
  • What specific marketing support will you have access to?
  • Will you have control over all client contact?
  • Are materials easy to access, view, customize and order online?

LPL Financial provides innovative solutions to meet your needs for delivering personalized communications to help you grow your business and retain your client base through cost-effective programs designed to get results.

Personalized and engaging communications materials can help you:

  • Create a unique, local brand
  • Attract new prospects
  • Retain existing clients
  • Increase awareness within your community, niche market or area of specialization
  • Stand out from your competitors

Click below to learn more about the marketing services available to you:

Marketing On Demand
Marketing Solutions
Customized Advisor Websites
Compliance-Approved Marketing Resources
Third-party Resources