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Third-party Vendor 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.
  • Lightbulb Press
    Lightbulb Press specializes in developing custom publications that are designed to help you achieve your educational and marketing objectives with clients. Lightbulb allows you to customize and purchase easy-to-read guides that blend eye-catching, colorful illustrations and short, easy-to-digest paragraphs to demystify topics that your clients may find intimidating, but need to understand. You can personalize each guide with your logo, picture and contact information through the easy-to-use online ordering system.
  • Standard & Poor’s (S&P) Communications
    S&P 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. S&P’s 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
  • Bake Me a Wish!
    Bake Me A Wish! is a premium provider of gourmet gift cakes that can be sent anywhere nationwide. Each cake is delivered in an elegantly designed gift box, adorned with a plaque expressing the occasion and includes a personalized card. Birthdays, anniversaries, congratulations, best wishes, or just simply thanking clients for referrals – the Bake Me A Wish! gift cake is the perfect treat for any occasion.
  • Corporate Cellars
    Corporate Cellars specializes in providing custom wine bottles, great to welcome or simply thank a client for their business. Choose from their selection of fine vintage wines. Each bottle is then deeply etched and hand painted with your logo and company name by skilled artisans, ensuring your gratitude will be conveyed in a memorable fashion.
  • 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.
  • Omaha Steaks
    LPL Financial advisors can take advantage of Omaha Steaks special discounted pricing and give the gift of gourmet, Midwestern beef to clients.
  • 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.

Business Resources
As an independent business owner, having the resources to brand and market your business is important to your success. LPL Financial is committed to providing you with the comprehensive tools and programs to support your marketing efforts.

  • Copytalk®
    Copytalk is a Mobile Scribe service that provides quick, cost-effective dictation services for the advisor on the go. Dial Copytalk® from your cell (or any phone) and dictate your meeting notes. Maximize your sales productivity by immediately capturing needs, interests, next steps, tasks and more. Your notes will be transcribed into text and sent to you and/or your assistant within a few hours.
  • eLocal
    eLocal provides the services needed to increase sales and generate more clients in any specific location and demographic. eLocal has developed the technology necessary for any business to achieve top visibility on the largest search engines in the world. Get Seen. Get Noticed. Get Clients with eLocal.
  • Staples Business Advantage
    Whether purchasing office supplies online through www.StaplesLink.com or at a local Staples store, this LPL Financial-preferred pricing program provides LPL Financial advisors with the best value available to support their office supply needs.
  • TelAdvantage Messaging
    TelAdvantage is one of the nation’s largest providers of “on hold” solutions, providing professionally produced, informative messages to LPL Financial advisors. All messages are pre-approved through the LPL Financial Advertising Compliance Department.
  • WebDialogs
    WebDialogs offers LPL Financial advisors the opportunity to enhance client and prospect relationships through WebInterpoint Web Conferencing. Web conferencing allows advisors to communicate sophisticated ideas and concepts online more clearly than with just a phone call. As with any seminar or conference, please obtain approval of the LPL Financial Advertising Compliance Department prior to the event.

Strategic Planning

  • Financial DNA
    Financial DNA Resources® is a leading international wealth mentoring business that specializes in human behavioral discovery. By adopting the Financial DNA® Discovery Process, advisors can better understand their clients while helping to guide and educate them to achieve a better quality of life.
  • High-Net-Worth Insight
    High-Net-Worth Insight provides advisors with an exclusive online database of high-net-worth individuals, the companies they work for and the retirement plans of those firms. High Net Worth Insight tracks daily “Money In Motion” events that create unique prospecting opportunities for advisors.
  • Marketing Solutions
    Marketing Solutions was created by Quantuvis Consulting, a national consulting firm, to create a comprehensive Marketing Solutions kit that walks you through the step-by-step development of your very own marketing plan, communication schedule and referral management process. Developing these processes is the foundation for building brand recognition and developing trust and familiarity with clients and prospects.
Direct Marketing Support
  • 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.
  • CIS Marketing
    CIS Marketing is the industry leader in the creation and implementation of cost-efficient prospecting, direct mail and seminar invitation programs, helping advisors achieve their sales and marketing objectives. LPL Financial has partnered with CIS to offer advisors a comprehensive menu of prospecting options, all at discounted prices.
  • Hoard Client Systems
    Hoard Client Systems is a turnkey marketing process that will assist you in creating that “personal touch” on your communications. By providing an extensive variety of marketing campaigns, you are able to reach out to your clients and prospects in a more personal way with handwritten notes. By adding a personal touch, you will stand out from the competition.
  • Redtown Productions
    Redtown Productions has created customizable, cost-effective, compliance-approved television ads that LPL Financial Advisors can run on local cable television stations. Annual licenses include exclusive rights to the ads in an advisor’s market and can be as low as $500 in the smaller cable TV zones. All ads have been approved by LPL Financial Advertising Compliance. Simply submit your customized information for approval.