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Compliance-Approved Marketing Resources

With 70% of our advisors operating under a “Doing Business As” (DBA), our goal is to do everything in our power to support your brand. LPL Financial Marketing has created a Marketing Library that consists of 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. Our range of materials, programs, and services are designed to attract new clients, gain visibility, and create a greater presence in your community and can all be branded with either the LPL Financial logo or your DBA information:

  • Three client newsletter programs (quarterly, monthly and electronic)
  • Seminars
  • Online company store that allows you to customize client appreciation gifts and clothing with your own logo or the LPL Financial logo
  • Comprehensive, pre-approved letter library that addresses a range of communications with clients and prospects
  • Customizable television and radio ads to help you build your local brand
  • Signage and community-based promotional materials
  • “Best of class” sales ideas and practice management tools from product sponsors

Discover the deep resources available to you from client seminars and appreciation gifts, to business development tools:

Seminar Library
Letter Library
Newsletters
Customized Communications
Client Appreciation
Business Resources
Strategic Planning
Direct Marketing Support