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


See what real advisors are saying about LPL Financial in the new Real Voices - Real Value Video Series
Home > Business Support > Marketing > ClientsFirst

ClientsFirst

ClientsFirst is a powerful program designed to help you integrate effective marketing into your practice. Organized into three key principles—FIND, CONVERT, and KEEP—the goal of ClientsFirst is to help you find new prospects, turn your prospects into clients, and keep your valued clients for the long term through exceptional communication and service.

The dedicated ClientsFirst website contains a wealth of acquisition and retention resources from LPL Financial and key sponsor partners to help you set yourself apart from the competition and win and sustain profitable relationships.

Comprehensive Client Acquisition and Retention Resources

  • Targeted programs focused on the following topics:
    • Referral Networking
    • Social Media
    • Prospecting and Client Events
    • Small Business Prospecting
    • Retirement Plan Prospecting
    • Closing Tips and Tactics
    • Words That Work
    • Client Reviews
    • Beneficiary Reviews
    • Social Security
  • Marketing campaigns with easy-to-implement, actionable ideas to engage seven key target audiences: Mass Affluent, Retirees, Baby Boomers, Small Business Owners, Executives, Women Investors and Centers of Influence
  • A library of client-approved letters, seminars and articles that are easily accessible with timely, relevant content focused on the issues clients and prospects are most concerned about today
  • Client-approved videos you can customize with your logo and contact information
  • Client-approved client materials
  • Educational webinars and conference calls on topics to support your acquisition and retention efforts