Marketing & Design

Growth doesn’t just happen; you have to plan for it. A strong marketing presence should be an integral part of any successful investment services program. Your defined brand combined with a strategic marketing plan supported by targeted messaging can set you apart from your competition. Marketing your practice can help to ensure your services and products are not kept as a secret from your client base and allow you greater control over the growth of your business. Our goal is to provide you with a variety of marketing services and resources to help you promote yourself to your clients and prospects within the community.

Turn-Key Marketing Support

Leveraging the strong foundation of marketing knowledge and resources that LPL Financial offers, we provide professional marketing support to help you effectively promote your investment services program.  We are here to help you with all aspects of the process from developing your brand, to the customization of collateral, to marketing campaign planning, followed by submission to LPL Financial Marketing Regulatory Review.

Our services include, but are not limited to:

  • Logo design & brand development
  • Stationery design (business cards, letterheads, envelopes, etc.)
  • Collateral creation & customization
  • Campaign planning, development & execution
  • Website consultations
  • E-marketing strategies
  • Multichannel marketing
  • Compliance submission & tracking
  • Project management & coordination with production vendors
  • Access to an exclusive Marketing Resource Library for turn-key materials, including webinars

How Can We Help?

Why Work With FRG?

Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

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