LPL Financial Introduces Marketing Platform for Advisers

LPL Financial’s ClientsFirst platform was first introduced in 2009, but has been revamped to better serve its retirement plan advisers.  

ClientsFirst is a proprietary client communication and client acquisition system, designed to identify prospective clients, reinforce existing relationships, increase referrals, segment client leads, and implement a marketing strategy with customizable marketing materials.

The enhanced version was built specifically for LPL Retirement Partners advisers, the company announced, and includes specific resources and information including:

  • Ready-made marketing campaigns encompassing a range of relevant topics for the retirement plan space, such as fee disclosure, participant engagement, and non-qualified deferred compensation
  • Newsletters, articles and seminars for prospecting and relationship development
  • An extensive library on social media such as a step-by-step guide to establishing your profiles, managing relationships and navigating compliance concerns

“We are excited to roll out to our advisers one of the most robust retirement plan focused marketing platforms that exists today in the independent broker/dealer space.  We are confident that the addition of this platform to our existing tools and support will further drive the growth of our advisers’ businesses,” said Bill Chetney, executive vice president of LPL Financial Retirement Partners.

LPL Financial is a wholly owned subsidiary of LPL Investment Holdings Inc.