LP offers marketing options tailored to fit your unique business need, including; using a do-it-yourself content marketing platform tool, to creating a brand identity for your firm, to having a digital marketing consultant create and manage marketing for you.

Marketing Solutions 

Keep your brand buzzing and top of mind for prospects and clients while maximizing your marketing dollars with our premium service, Marketing Solutions.  Our team will deliver a Marketing Road Map, tailored to your business, that outlines marketing strategy, calendared tactics, and a plan of action to help you increase engagement across all digital channels. Reach new prospects and deepen client relationships with dedicated support.

Your professional marketing consultant will help you:

• Create and manage your social media campaigns and strategy 
• Develop and share engaging and compliant content to benefit your clients
• Leverage digital campaigns for expedited growth

 

Digital Marketing Platform

LPL’s Digital Marketing Platform puts digital marketing at your fingertips. Build a seamless digital experience to engage clients and prospects, generate leads, improve client retention, and increase wallet share.

With Digital Marketing Platform you’ll get:

• Automated content distribution through email, web, and social channels
• Build in compliance workflows
• Easy CRM system integration to track opportunities and leads

Branding Services

Create a strong, unique brand with Branding Services.

• Get expertise in branding, design, copywriting, and compliance
• Create  custom brand, high-quality logo, and website<

LPL Financial offer affiliated firms comprehensive planning services to help meet all your clients needs, including:
 

Paraplanning Services

Satisfy client demand for holistic financial planning by leveraging a dedicated Plan Manager and Associate to outsource plan preparation and get the most out of four top-of-the-line software options. 

Our Paraplanning Services team can help you:

• Reduce time spent generating financial plans by up to 80%
• Expand the number of new and existing clients you engage for financial planning
• Grow and diversify your income

High-Net-Worth Services

Single-source on-demand access to a broad range of subject matter expertise and support to help you deliver an elevated experience tailored to affluent clients’ unique and complex needs.

Services include:

• Advanced planning
• Estate and philanthropic planning
• Tax planning
• Customized portfolio construction

Tax Planning Services

Add the niche expertise of LPL’s tax professionals — including CPAs and tax specialists — to your team, enabling you to elevate planning capabilities for high-net-worth and business owner clients.

The tax planning team will help you:

• Identify clients who would benefit from this service
• Provide customized tax plans on an as-needed basis
• Deliver actionable roadmaps to guide decision making

Optimize the growth, scale, and profitability of your business with a dedicated CFO to provide executive insights like cash-flow planning and identifying revenue-generating strategies. Your CFO will work as a trusted accountability partner to help chart a course of success for your business. Gain a strategic ally to deliver personalized executive insights to help you run your business efficiently and pursue your goals.

Your dedicated CFO will help you:

• Run your business more profitably with tailored recommendations
• Connect your vision with comprehensive metrics and benchmarking data
• Create customized action plans with measurable results

This stand-alone service available through LPL’s M&A Solutions provides a comprehensive valuation of your business.