New name. Same unparalleled support. Learn about why we're now called Managed Marketing Services.

Managed Marketing Services

Transform your marketing.

Get the strategy and support required to expand your client base and fortify your brand.

As a financial professional, you’re juggling many business priorities while focusing on the needs of your clients. More often than not, spending time on your marketing isn’t your #1 priority — and it shouldn’t have to be.

With LPL Managed Marketing Services, you add a team of dedicated LPL marketing professionals — real humans — to your team. We will partner with you to execute your strategy or fully develop and execute it for you, allowing you to build engagement and growth while focusing on delivering exceptional client experiences.

Managed Marketing Services might be the best fit for you if you:

Understand you need a marketing strategy but are at capacity
Need a professional partner to manage all aspects, from development and compliance to execution
Want to have consistent client communications, prospect engagement campaigns, and full-funnel reporting

We help financial professionals get results

On average, (Managed Marketing Services) subscribers grew their assets 39% more than their LPL Peers.*

Why Managed Marketing Services?

Key Benefits:

We develop and execute your marketing strategy

Marketing strategy tailored for your target market and aligned with your business goals helps drive results

We analyze campaign data to inform your strategy

Robust tech-driven reporting provides performance data to inform your next move so you can deliver more of what they want, and stay relevant to your clients

We create custom content aligned with your brand

Engaging original content and curated content from premiere publishers keeps your clients in the know and you on their radar

HEAR FROM YOUR PEER

“It really came down to value. We didn't need to hire headcount and were able to add tons of capabilities in a more strategic, focused way at less than a tenth of the cost previously.”

Dan Goeddel, Gatewood Wealth Solutions

Read Dan's Story

How We’ll Work Together

LPL Managed Marketing Services combines financial services marketing experience and tools with a dedicated and easy-to-reach in-house team.

Onboarding and Discovery

We’ll develop an in-depth knowledge of your practice and business goals to identify your brand tone and define your target audience.

Strategy Design

Your marketing team will develop a compliance-approved strategy and tactics personalized to your business and, most importantly, to your clients.

Execution and Reporting

We’ll execute on your strategy, which is structured to include a consistent supply of content being delivered across email, social media, and blogs. With 24/7 access to your performance data and an in-depth quarterly review, you’ll be well positioned to celebrate what’s working and identify any necessary pivots.

FAQs

How will Managed Marketing Services take my brand and business to the next level?

We’ll help you achieve a cohesive and thoughtful digital presence, grow your client email list, execute targeted email and social media campaigns, and help you effectively convert prospects into clients. This level of engagement includes more than the marketing basics required in today’s digital landscape.

From showcasing your unique value proposition to integrating automated programs like ScheduleOnce to drive business development efficiency, your dedicated marketing consultant is focused on fortifying your brand and increasing engagement.

First, we’ll create a strategic marketing plan that resonates with your target market, aligns with your business goals, and reduces client attrition.

Next, we’ll deliver a Personalized Marketing Calendar, a central resource where you can review your marketing strategy with a calendared plan of action, examine tactics, and have up-to-date visibility into your scheduled market activity.

Finally, we report out on learnings and leverage your marketing analytics to inform your next moves.

How will the Managed Marketing Services team improve my website?

Your marketing consultant will:

Establish or strengthen your Google My Business listing

Implement Google Analytics onto your website to further target marketing efforts

Create compliant website content to strengthen search engine optimization (SEO) performance

Increase website traffic through search engine ranking

Enhance your website with compliant landing pages and lead-generation forms

Deliver tailored compliant blog articles for your website, email newsletters, and social posting

How will my Managed Marketing Services consultant help with email marketing and social media?

Your marketing consultant will:

Import your audiences and deploy targeted campaigns

Create and distribute emails to current or prospective clients (choice of lead nurture, prospective drip campaign, or newsletter)

Create, schedule, and publish your pre-approved social postings on Facebook, Twitter, and LinkedIn to reach your desired target audiences. This content is always available for your advanced review, editing, and approval on your personalized marketing road map

Will my Managed Marketing Services team help me with compliance approvals?

Yes, every piece of marketing content we post on your website or on social media channel is fully compliant. If you generate a piece of content, we can also help with routing the appropriate compliance review process on your behalf. In the event of an audit, you will be fully prepared.

Who will I work with on the Managed Marketing Services team?

You will gain access to an entire team of marketing professionals, including an onboarding specialist, marketing strategist, marketing associate, graphic designer, content team, and more.

Ready to determine if Managed Marketing Services is right for you?

Schedule time with one of our marketing consultants for more information.

Let's Talk

^{*LPL September 2023 - March 2024 data of currently subscribed LPL advisors controlled for AUM, age, tenure, and advisory percentage.}

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