LPL Financial: 3 New Features to Help Advisors Create Effective Marketing Plans

The new year always brings a sense of organization and is a great time to assess and continue the marketing field or to introduce it into your financial practices. See LPL Financial’s 2023 Marketing Content Calendar in LPL’s Resource Center and the updated SEC Keep your clients and prospects in mind throughout the year with new features like Marketing Rules.

Whether you’re delivering content monthly or quarterly, you need to create a plan first. By focusing on these three areas, you can create an efficient marketing plan for the year.

1. LPL Marketing Tools and Resources

2023 Marketing Content Calendar: Each year our team puts together a calendar filled with over 400 ideas to help advisors develop compelling marketing content. These timely touchpoints are listed by quarter, month, and topic so you can quickly and easily incorporate them into your marketing strategy. You can find the 2023 Marketing Content Calendar and accompanying templates in our Resource Center. LPL’s financial advisors and experts are available to help plan the touchpoints you plan to use in your marketing, including social media, blog content and videos. .

professional tips: Follow the five steps below to create client personas to define the individuals you want to work with.Then work out a marketing plan with us marketing plan worksheet From the ClientWorks Resource Center. Learn how to create a marketing plan specific to your practice with a step-by-step process that will help you create a thoughtful and effective marketing plan.

use marketing on demand Customizable, pre-approved marketing materials available anytime from the ClientWorks Resource Center.Furthermore, our social media content library hosts a robust set of content ready to be shared or scheduled on approved social media channels such as LinkedIn, Twitter, and Facebook.of the library[キャンペーン]Set yourself up for success by scheduling posts in the tab, add content to the queue, and establish a consistent release routine throughout the year.

2. LPL Institution Resources

Our institutions, including banks and credit unions, have access to all the resources above, but we also provide the following tools for their marketing strategies:

10 minute branch meeting: Our Institution Relations team has put together a new 10-minute branch training to help educate branch partners on investment guidance and opportunity clues in today’s environment. These meetings are designed to be delivered virtually (i.e. WebEx or Zoom) or in person.

Institutional Referral Program: Tips on the power of referrals, discovering referrals, and more can also be found in our resources. Search for “Institution Advisor Resources” in the ClientWorks Resource Center to find these helpful tips and guides.

There is also a page of resources and tips for financial leaders. See his 5 ways LPL marketing can help grow your program on the Leader Connect page of the ClientWorks Resource Center.

Access to pre-approved content, helpful tools, and expert marketing consultants make all the difference when it comes to promoting your investment program. Please contact our marketing consulting team for guidance on all available pre-approved content.

3. SEC Marketing Regulations and Customer Testimonials

SEC marketing rules and LPL’s corresponding policies allow testimonials to be used in marketing materials, creating opportunities to reach prospects in new ways.

You can use testimonials on prospect flyers, websites, and social media. For guidance, see our previous blog on the top 3 ways advisors use testimonials.

Compliance Note: This rule defines testimonials as statements made by clients about their experience with an advisor. For information on how to use your testimony compliantly, visit his LPL’s Compliance SEC Marketing Rules page in the ClientWorks Resource Center available to LPL’s financial advisors and professionals.

Testimony language should reflect the client’s experience with your firm, not investment performance. Don’t forget to submit your content to the Advisor Compliance Tool before using it. If not approved, the MRR team will suggest revisions for consideration. Once the client reviews and approves the revised language, it is resubmitted to the Advisor Compliance Team for approval. For guidance, Compliance Services Team and 800-877-7210, option 9, option 2then say “compliance”.

Looking for recommendations to incorporate the voice of the customer into your marketing plans or tailor your strategy to your target audience? Contact our marketing consulting team to schedule a one-on-one consultation.

Questions/Consultation

For more information on these resources, please contact our Marketing Consulting team at 800-877-7210, Option 9, Option 5, Option 1 or email Marketing Consulting.

If you are interested in a digital marketing strategy executed on your behalf, please visit LPL Business Solutions Discover Marketing and complete the form. A member of the team will contact you directly.

Please consult with the Compliance Department for information regarding rules and social media use and review of all Advisor marketing materials.