Core Insights - LPL Financial is enhancing its Marketing Solutions to help advisors deepen client relationships and accelerate business growth through a new Digital Marketing Platform [1][4] - The Marketing Solutions are fully customizable, allowing advisors to select from various capabilities and support levels to meet their specific needs [2][4] - Advisors using LPL's Marketing Solutions have experienced asset growth at a rate 39% faster than their peers over a six-month period [4] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and approximately 1,200 financial institutions [5] - The firm services and custodies around $1.8 trillion in brokerage and advisory assets for approximately 6 million Americans [5] - LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services [5] Marketing Solutions Features - The new Digital Marketing Platform offers multi-channel marketing capabilities, automation tools, and AI-powered content recommendations [7] - Detailed performance analytics provide insights into client preferences, improving client retention and referral rates [3][7] - Real-time reporting helps advisors identify engaged prospects and determine the next best steps [7]
LPL Financial Introduces Digital Marketing Platform to Power Advisor Growth