LPL Financial LLC, a leader in wealth management, introduces an enhanced Marketing Solutions portfolio, including a new Digital Marketing Platform. Designed to deepen client relationships and accelerate business growth, this customizable platform empowers advisors to effectively engage clients and prospects through streamlined, multi-channel communication.

1. Customization to Fit Every Advisor's Needs

Advisors can choose from:

• Hands-on Tools: For those who prefer direct control, the Digital Marketing Platform offers an easy-to-use interface.
• Full-Service Support: For advisors who prefer to outsource marketing tasks, freeing up time to focus on their practice.

“By streamlining the often-overwhelming task of marketing, our advisors can focus on strengthening client relationships, nurturing prospects, and running a thriving practice,” said Les Matthews, EVP and Head of Business Services at LPL Financial.

2. Digital Marketing Platform Highlights

• Content Library: Access to financial content from trusted sources and LPL Research.
• Multi-Channel Capabilities: Efficiently manage email, social media, and more.
• AI-Powered Recommendations: Suggests high-value content that aligns with client interests.
• Automation Tools: Simplifies workflows for enhanced efficiency.
• Real-Time Analytics: Delivers insights on client preferences and identifies engaged prospects.
• Compliance-Friendly Workflows: Built-in review and approval processes ensure compliance.

Proven Results and Growth Impact

Advisors using LPL’s Marketing Solutions experience:

• 39% Faster Asset Growth: Over a six-month period compared to their peers.
• Improved Client Retention and Referrals: Personalized marketing drives stronger relationships and loyalty.

“Our tailored solutions help advisors stand out and differentiate their services,” added Matthews.

Seamless Integration and Accessibility

The Digital Marketing Platform integrates seamlessly into the LPL ecosystem through LPL Business Solutions, a comprehensive suite of strategic services aimed at helping advisors optimize and grow their practices.