Advisor digital marketing made easy
With built-in compliance flows, CRM integrations, and omnichannel content distribution, LPL's Digital Marketing Platform sets financial advisors up for success by automating and simplifying digital marketing
What is Digital Marketing Platform?
How does it benefit advisors?
Stand out among competition
Save time with flexible automation
Spark meaningful conversations
Generate demand
Enjoy data-driven insights and reporting
How do we get there?
Social media posting and scheduling
Weekly client newsletters done for you
Timely content from the top publishers
Lead-optimized landing pages
AI-powered insights on client interests
Lead nurturing emails to spark meetings
Flexible pricing to meet all your needs
Free
Establish a credible digital presence using LPL’s research content.
$0 /month
Digital Marketing
Essentials
Engage clients with everything you need to spark meaningful conversations.
$59 /month
Everything in Free, plus:
Premium
Drive growth with a fully automated approach to content and digital marketing.
$199 /month
Everything in Essentials, plus:
Compare plans
| LPL's Digital Marketing Platform | Free | Essentials | Premium |
|---|---|---|---|
| Nurture | Engage | Grow | |
| › Digital Marketing | |||
| Personalized landing pages | ✓ | ✓ | ✓ |
| Email marketing | ✓ | ✓ | ✓ |
| Social media campaigns (Facebook, LinkedIn and X/Twitter) | ✓ | ✓ | ✓ |
| Lead optimized landing pages | ✓ | ✓ | |
| Automated eCards | ✓ | ✓ | |
| Automated newsletters | ✓ | ✓ | |
| Referrals | ✓ | ||
| Events | ✓ | ||
| Website integration/one-click blog posts | ✓ | ||
| Lead nurturing campaigns | ✓ | ||
| AI-powered insights on client interests | ✓ | ||
| › World-class Content | |||
| LPL research content | ✓ | ✓ | ✓ |
| LPL weekly marketing commentary | ✓ | ✓ | ✓ |
| Market commentaries and thought-leadership (FINRA approved) | ✓ | ✓ | |
| Licensed content from WSJ, Barron's, Forbes, Bloomberg and more (no ads or paywalls)** | ✓ | ||
| Fresh, timely content added daily* | ✓ | ||
| › Compliance and Reports | |||
| One-click compliance | ✓ | ✓ | ✓ |
| Built-in reports and analytics | ✓ | ✓ | ✓ |
| › Contacts and CRM | |||
| Contacts included | 1,000 | 2,500 | 5,000 |
| Marketing CRM | ✓ | ✓ | ✓ |
| › Service and Support | |||
| Marketing support desk | ✓ | ✓ | ✓ |
| Phone and email | ✓ | ✓ | ✓ |
| Appointment scheduling | ✓ | ✓ | ✓ |
* Content is updated hourly during business hours.
** Through our partnership with Broadridge’s AdvisorStream, LPL advisors will be able to legally share content on a landing page personalized for your business, without ads or paywalls from publishers, including The Wall Street Journal, Forbes, Barron's, Bloomberg, The New York Times, Business Insider, Entrepreneur, The Harvard Business Review, The Guardian, Financial Times and many more.
What our clients say
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Frequently Asked Questions (FAQ)
In our upgraded tiers, the Digital Marketing Platform delivers deep insights on your contacts’ reading preferences to help you to deepen relationship through targeted, personalized communications.
Based on each contacts’ prior content reads, AI will provide 2-4 recommended content pieces to spark further conversation. Digital Marketing Platform will also help you to create client segments based on reading patterns with AI-Created Smart Lists (ex. retiree, high net worth, estate planning, etc.).
This allows you to send tailored content on topics that matter most to your audience.
Email the team at digitalmarketingplatform@lplfinancial.com or check out our demo above.
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