LPL Marketing Suite
A suite specifically for LPL advisors* with Essential Marketing PLUS the addition of LPL Research content, campaigns and the birthday email/card campaign.
$59 per suite/advisor*
*Must provide LPL Rep ID and CRD to qualify.
Includes:
1500 contacts (if you need more than this, you'll need to upgrade to Premium or Do it For Me Marketing)
A compliance-integrated content library, with:
LPL Research and FMG content to manually send/ schedule email, post/schedule social media posts, download/print/send content, and send greeting cards ($2.75 per card for us to send out for you)
PLUS:
- Web content- videos, articles, infographics and more, to share via email and/or social, housed on a Branded Landing Page with links to your current website (will direct traffic directly to a current/future FMG website)
- Email and social sequences- you initiate the first email/social post then others are automatically sent out/posted on a pre-determined schedule (you can copy and modify to specific needs as well)
LPL Automated Campaigns:
- Weekly Market Commentary [weekly]
- Global Portfolio Strategy [monthly]
- Client Letter (Authored & Ghostwritten) [monthly]
- Plan Sponsor Outlook Newsletter (also in Spanish) [quarterly]
- Plan Participation Newsletter [quarterly]
- Outlook/Midyear Outlook [annually/bi-annually]
- Outlook/Midyear Outlook - Client Letter (Authored & Ghostwritten [annually/bi-annually]
FMG Automated Campaigns:
- Happy Birthday Email- sends a birthday email automatically, and will notify you of birthdays that week.
- Birthday Greeting Card Campaign ($2.75 per card)- we'll send a physical card for you automatically to the contacts you choose.
PLUS the option to add on automated campaign collections for $25-50 per month/each:
(added to the base pricing. NOTE: If you're getting more than 2 add-ons, Premium Marketing is better pricing with them all!)
Click here and scroll to "Automated Campaigns" for samples.
Specific campaigns (Monthly Market Insights, Video of the Month, Referral and Social Foundation) will also help drive traffic to your FMG website. Without an FMG website, to a Branded Landing Page.
Holidays
1 automated email campaign
$50 more per month
- 9 holiday emails: New Years, Mothers Day, Memorial Day, Fathers Day, Independence Day, Labor Day, Veterans Day, Thanksgiving and Happy Holidays.
Client Nurturing
3 automated email campaigns, 1 social media automation
$50 more per month
Monthly:
- Chart of the Month NEW
Engage your clients with an insightful commentary on a thought-provoking chart, emailed monthly
Quarterly/Periodic:
- Seasonal Check-In & Referral Messages
Automate a seasonal check-in to learn if anything has changed in your clients' lives and insert a soft ask for referrals. - Breaking Financial News Messages NEW
Connect with your clients to settle nerves after national news events such as a sharp market drop or bank failure.
On the schedule you decide:
- Social Foundation
Automatically post content to social media and establish a consistent, foundational presence on LinkedIn and Facebook with automated, FINRA-reviewed posts.
Financial Know-How
7 automated email campaigns.
$50 more per month
Monthly:
- Video of the Month
Keep in touch with an informative video on a financial topic that simplifies the complex, entertains and educates clients, and establishes you as a knowledgeable guide.
Quarterly:
- Social Security Newsletter NEW
Help contacts understand the role that Social Security plays in their long-term financial strategy with a newsletter entitled "Social Security & You." - Life Insurance Messages NEW
Send regular messages helping contacts understand the value of life insurance. - College Planning Newsletter NEW
Help parents, grandparents, and students develop a college finance strategy with a newsletter entitled "College Corner." - Business Owner Messages NEW
Send regular messages business owners with an emphasis on exit strategies and business health. - Medicare Newsletter NEW
Send clients enrollment reminders and important info with a newsletter entitled "Medicare Newsletter." - Cybersecurity & Scam Prevention Newsletter NEW
Protect your contacts from life-altering scams by providing tips and strategies in a newsletter entitled "Quarterly Scam Safeguard."
Market Insights
2 automated email campaigns, 1 that posts to social media monthly.
$50 more per month
Weekly
- Weekly Market Insights Newsletter
Show your clients that you're on top of the markets with a well-rounded weekly commentary along with fun content such as a riddle of the week and tax tips.
Monthly with a Quarterly version 4 times/year
- Monthly Market Insights (Email and social media post)
With a video and newsletter highlighting what happened in the market the prior month with a monthly fun theme and newsletter. Becomes a Quarterly version 4 times per year.
Life Stages
$25 more per month
- Ages 20-39 Newsletter NEW
Coach and nurture contacts in the first chapters of adulthood, career-building, and family with a newsletter entitled "Prosperity Pathways." - Ages 40-54 Newsletter NEW
Coach contacts in the peak of their professional and wealth-building years with a newsletter entitled "Building Wealth." - Ages 55-65 Newsletter (previously "Retirement Insights")
Inform pre-retirees of the financial and lifestyle changes on the horizon with a newsletter entitled "Retirement Insights." - Ages 66+ Messages NEW
Send messages to contacts and provide tips for a healthy and successful retirement life.