Financial Advisor Marketing Fundamentals: Back to the Basics – LPL Financial

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Katie Maxwell, Assistant Vice President, Marketing, LPL Financial
Have your marketing strategies evolved with your practice? If not, it’s time to reflect. Use these marketing fundamentals to help get you back to basics.
If your website is truly the heartbeat of your business, it should evolve as your practice does.
Can you believe we’re halfway through the year? The mid-year point is always a great place to pause and reflect on your marketing goals. It’s a time to review what you’ve accomplished so far and refocus on where you’re headed in the second half of the year. Whether you feel on or off track with your marketing objectives, now is the time to realign your strategy. Below are a few key marketing fundamentals to help get you back to basics and finish the year strong.
If you do not have the bandwidth to plan or publish your own content, Marketing Solutions is here to help. With Marketing Solutions, a dedicated marketing consultant will work closely with you to understand your business and brand. Then, with your goals and target market in mind, they’ll post relevant content, run your ad campaigns, track and measure your efforts to achieve success, and much more.
If you have questions or would like to schedule a one-on-one consultation, or if you’d like to subscribe and receive email alerts when new articles become available, contact LPL Marketing Consulting at (800) 877-7210, Option 9, Option 5, Option 1, or email Marketing Consulting.
Consult your compliance department for information about the rules and use of social media and the review of all advisor marketing materials.
Katie provides strategic, customized marketing consultations to independent advisors, banks, and institutions on website design, content creation, and social media best practices. View full bio.
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