LPL Financial announced Wednesday that it is offering its ClientsFirst marketing platform to advisors served by LPL’s retirement division.
ClientsFirst was launched in early 2009 to assist advisors with client communications, reinforcing relationships, increasing referrals and implementing customized marketing materials, but has been enhanced specifically for LPL Retirement Partners advisors.
“LPL acquired National Retirement Partners in February,” Bill Chetney, executive vice president of LPL Financial Retirement Partners told AdvisorOne. “What we’re doing now is creating robust applications LPL already has in place, and retooling them to be retirement specific.”
New retirement plan-specific tools include ready-made marketing campaigns on subjects such as fee disclosure, engagement and nonqualified deferred compensation, and newsletters, articles and seminars for prospecting and relationship development.