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Strategic Partner Resources

The LPL Financial Marketing Department has partnered with a range of service and product providers to give advisors access to proven business-building resources. In each case, LPL Financial has done the research and negotiating so advisors can enjoy preferred pricing and service from only the best third-party vendors. These resources range from direct marketing support, lead generation, prospecting lists, customizable print communications, seminar marketing, client service and client appreciation.

Customized Communications

  • Emerald – Emerald has served as a marketing partner to thousands of financial professionals, providing innovative products to help them build and grow profitable businesses. Emerald and LPL Financial have joined forces to help advisors lower their marketing costs by providing discounts on their products and services.
  • Forefield – Forefield is a provider of real-time sales, education and presentation solutions for financial advisors. Forefield's web-based solutions facilitate the communication of client centric financial planning knowledge and advice that is current, concise, and compliant. Forefield offers an entire suite of client communication services, with access to over 3,000 customizable educational and sales materials, interactive tools, industry-related email alerts, resources and client presentations, as well as newsletters, seminars and CE credits.
  • GoldMail – A service that allows you to add voice and visuals to your client email communications creating a unique personal connection. Choose from compliance-approved scripts and presentations or create your own.
  • MarketingLibrary.net by Peter Montoya, Inc – Access to MarketingLibrary.net, an online library of over 1,000 marketing materials-client letters, newsletters, and articles and much more—all available at a discounted rate through your partnership with LPL Financial.
  • McGraw Hill Financial Communication (formerly Standard & Poor’s) – Provides financial education and marketing communications services to financial service firms worldwide. They produce the LPL Financial quarterly and monthly, compliance-approved newsletters, as well as provide access to an eNewsletter library of over 150 articles for you to email to clients and prospects. Compliance-approved seminars are available at 60% off the retail price and provide all the details you need to prepare and present an authoritative talk on a wide range of financial topics.

Client Appreciation

  • LPL Financial Company Store – The Company Store makes gift giving an excellent way to build lasting business relationships with clients, as well as with those in your office. The store includes a variety of office, apparel and leisure items to be branded with the LPL Financial logo or customized with your DBA logo, among a broad range of other gift items.
  • Wall Street Greetings – Wall Street Greetings specializes in creating personalized, special occasion greeting cards with financial themes that are branded with your logo. These cards are ideal for client appreciation and range from “Thank You” and “Sympathy” cards to “Happy Birthday” and various holiday cards.
  • The Birthday Company – The Birthday Company offers a rotation of birthday gifts and greeting cards they produce and mail for you, giving you more time to concentrate on growing your business.  Choose from gifts that range from a box of specialty cookies to a Starbucks gift card, packages ranging from $2.95 to $55.95.  Best of all, the automated birthday gift program reschedules your customer mailings for you, so you’ll never miss a client’s birthday again.
  • Bill Good Marketing System – The Bill Good Marketing System is a computer-based client marketing, prospecting and office management system designed to either double production or allow advisors to work less. This program is used to seamlessly integrate contact management, advanced messaging, campaign management and team coordination and offers LPL Financial advisors a $1,000 discount.