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Branch Building Recruiting Program

The In-Branch Recruiting Program was designed for LPL Financial advisors seeking to build their local practices by attracting and successfully recruiting additional qualified advisors to join their firm.

High-quality marketing materials and consistent messaging allow advisors to effectively communicate their value proposition with co-branding, so prospects can discover what it means to be an independent advisor with the full support of LPL Financial.

In-Branch Recruiting Program materials include:

Go Independent but don't go it alone in branch recruiting program
  • Go Independent – An 18-page full-color brochure to assist in recruiting new advisors
  • Five Ways – A full-color insert brochure
  • Full-color and black-and-white ads to run in local print publications
  • Direct mail letters for "drip mail" campaigns to potential advisors
  • A cost/benefit comparison worksheet to help explain the costs and benefits of becoming an independent advisor