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Compliance-Approved Marketing Resources

We provide a wide variety of compliance-approved, customizable materials to help you build your book of business and brand your practice. These resources provide you multiple low-effort, high-impact options for staying in contact with clients and prospects, branded with either the LPL Financial logo or your DBA information:
  • Newsletters - quarterly, monthly or electronic newsletters for your clients
  • Seminars - attract new business and easily present difficult financial concepts
  • MarketingLibrary.net - online library of over 1,000 marketing materials available at a discounted rate
  • Marketing On Demand - streamlined online ordering system, compliance pre-approved and customized with your DBA or LPL Financial info
  • TV and radio ads - customized to help you build your local brand
  • Signage and promotional materials - make a direct impact with clients and prospects
  • Sales ideas and practice management tools - best-of-class ideas from product sponsors
  • Business resources - help for efficient operations
  • Direct marketing support - create and implement effective direct marketing campaigns
  • Standard & Poor's Communications - quarterly and monthly compliance-approved newsletters, eNewsletters and seminars at substantial discounts