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Marketing Solutions

Your consultant for step-by-step marketing strategies and best practices.

When it comes to marketing your businesses, developing a strategic plan of action not only helps make the best use of your time and resources, it allows you to gain greater control over the growth of your practice and dedicate more of your time to serving clients. Whether you’re seeking new ideas for incorporating marketing communications into your business plan or simply want to explore the opportunity referrals present for expanding your existing client base, Marketing Solutions shares the fundamental strategies for developing and implementing an:

  • Effective marketing plan
  • Communication schedule
  • Referral management process

LPL Financial has partnered with Quantuvis – a national firm with a record of success in marketing consulting – to create a comprehensive Marketing Solutions kit that focuses on providing solutions to your business needs and assisting you in improving performance and achieving your full potential.

Quantuvis has gathered a broad range of marketing intelligence -- strategies, information, resources and materials --  and packaged this information in an easy-to-use format so you can independently plan, design and implement your own marketing solutions.

Through Marketing Solutions, you and your staff can:

  • Create a structured process for reaching your marketing goals
  • Dedicate less time each month to deciding what information, materials or messages you want to send to your target audience
  • Successfully implement your own customized, marketing solutions

The comprehensive kit includes a CD-ROM with interactive forms and templates that guide you through developing and executing your plan, topics include:

  • Building a Simple, Smart Marketing Plan
  • Building Your Firm Communication Schedule
  • Building a Referral Management Process

Each CD-ROM has a dedicated section within the spiral-bound resource guide, providing a detailed overview of the topic and suggested best practices.