Marketing Materials
What kind of pre-approved marketing collateral do you offer?
Articles, Letters, Radio & Video Scripts, Brochures, Ads, Videos.
How do I order Business Cards?
Marketing on Demand > Business Essentials > Stationery
Where can I find Ghostwritten Client Letters?
Marketing-on-Demand > Business Essentials > Letters
Is there somewhere I can look for Social Media posts?
The Social Media Content Library (Gainfully)
Is there a recommended Virtual Event/Webinar Platform?
Where can I find print advertising materials?
Marketing Suites on MOD
Can your team help me if I'm having technical issues with my Marketing On Demand/Automated Campaign Tool?
Contact MOD Support @ (866) 826-1120 or email support@lplmod.com.
Where can I find the Marketing Consulting blog content?
Marketing Your Practice Page on the Resource Center
Where can I find newsletters to send to my clients?
Automated Campaign Tool (ACT) or our approved email marketing vendors.
Do we have to submit Social Media posts for Compliance approval?
No, Social Patrol will monitor posts automatically.
I would like to start emailing on a regular basis some sort of market update/commentary piece. What does LPL have available that we can use for this?
Weekly Market Commentary
Where can I find Market/Economy information to share with clients?
LPL Research: Weekly Market Commentary, LPL Research Client Letters & Global Portfolio Strategy
How many contacts can I load into ACT?
1,500 are free. It is a monthly paid subscription after that amount.
Where can I listen to Marketing Consulting's Fireside Chat?
Marketing Media Library on the Marketing Your Practice Page in the Resource Center
Where can I find vlog or video post scripts/ideas?
On Marketing on Demand > Business Essentials > Radio & Video Scripts.
Where can I find Marketing Materials about 401(k)s?
The Wealth Management tab on MOD.
Does LPL have pre-approved materials that we could use for Financial Planning for Women?
Sponsor Seminars for Clients on the Resource Center
I'm new to LPL. Could I set-up a meeting with a Marketing Consultant to review the Marketing tools?
Join our Weekly Demo's on Fridays at 11am PST/2pm EST for a live overview.
Is FMG Suite is the only LPL Compliant webhosting service? Could I use WordPress?
Another approved vendor is Broadridge or Advisor Websites. You're able to use any website vendor as long as you stay within compliance regulations.
What is Marketing Solutions?
The Marketing Solutions team can manage and execute your digital marketing campaigns for you! You are assigned a dedicated professional who tailors your content to your brand and target market, with your objectives in mind. The cost is $1750/month, with a minimum 12-month commitment.
Where can I find marketing materials on GWP, OMP, SWM and SAM Accounts?
How can I share LPL Research articles and publications on my website?
LPL Research RSS Feed
How can I fix my posts on LinkedIn to auto-post?
Log into Gainfully through RC, Go to Campaigns > Mark Auto-Posting On OR on MOD > Account > Persona.
Do we already have marketing materials communicating to potential attendees about an upcoming webinar event?
Yes within the Event Ideas and Direct Mail section of Marketing Your Practice on RC. Generic Event Templates for an invitation, Sign-in sheet & Survey.
Who at LPL can help me learn more about Google Ads and would be willing to talk to an advisor about best practices?
A Marketing Consultant during a Marketing Consultation.