Marketing & Design Resources

Quick links

Meet the Team

Training

Campaigns

Checklists & Handouts

Email/Blog

Guides

Seminars

Marketing & Design Team

Jennifer Hallmark
Director of Marketing, Corporate Marketing & Independent Services

(704) 816-8019
j.hallmark@lpl.com
Katie Dayton
Director of Marketing, Institution Services

(704) 816-8044
katie.dayton@lpl.com
Corrie Drummond
Marketing Account Manager

(704) 816-8047
corrie.drummond@lpl.com
Emilie Lucier
Marketing Account Manager

(704) 816-8043
emilie.lucier@lpl.com

branch trainings

enhanced branch training guides

Below please find various branch training topics you can use to educate employees to help generate referrals for your investment services program. Please let us know if you would like to have these branded with your logo.

Select Topic

Credit Education College Savings Plan Distribution Preparation Financial Planning Individual Retirement Account Life Insurance Reviews Effectively Managing Healthcare Costs During Retirement Maximizing Your social Security Benefits Non-Qualified Deferred Comp Plan Out of the Box Solutions Pension Maximization Strategies Realize Your Dreams Second Opinion Team Builder Profile Understanding Buy-Sell Agreements Long-Term Care & the PPA Making Warm Needs-Based Introductions Understanding-Beneficiaries Make-Financial-Planning-a-Family-Matter

campaigns

Featured campaigns

401(K)/IRA

advising

affluent

college

market conditions

millenials

miscellaneous

planning

RETIREMENT

women

checklists & handouts

explore resources

email/blog content

affluent investors

investors focused on retirement

young investors

investors building careers

Marketing guides

Please review various branch training topics you can use to educate employees to help generate referrals for your investment services program. Please let us know if you would like to have these branded with your logo.