LPL Financial has introduced a new digital marketing platform aimed at helping advisors accelerate their business growth.
The offering includes consultative services and a self-directed platform for advisors who prefer to be more hands on, according to the announcement. It also includes a full-service marketing support option for those who prefer to outsource marketing and free up time to focus on other aspects of their business.
To further boost growth and improve connections, the platform streamlines communication with clients and prospects across multiple channels and touchpoints, according to the firm. Plus, participating advisors can customize their use of the new offerings and support levels to meet their needs.
Advisors who beta tested LPL’s new marketing solutions over a six-month period grew assets 39% faster than their peers, the broker-dealer says.
"Our digital marketing platform makes it easier for advisors to engage clients and prospects with consistent, targeted and impactful communications,” Les Matthews, executive vice president and head of business services at LPL Financial, said in a statement.
Other features include detailed performance analytics that provide advisors with insights into client preferences and interests to deliver relevant content. Advisors additionally gain access to a library of financial content from industry news outlets and LPL’s proprietary research.
Finally, artificial intelligence-powered content recommendations allow advisors to share higher-value content that sparks conversations on topics of interest, while real-time reporting helps identify engaged prospects and take the next best step.
Credit: LPL Financial
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