The Goal

Increase users of LPL Financial’s latest Robo + Advisor tool, Guided Wealth Portfolios (GWP), with a comprehensive digital marketing strategy.

The Solution

  • Create a detailed, comprehensive digital marketing strategy for LPL Financial’s 14,000+ advisors to use when marketing GWP to prospective clients.
  • Include a voice and tone guide and messaging strategy that outline voice, tone, style, consumer journeys and more.
  • Create a list of detailed talking points for advisors to follow when discussing the tool with prospective clients.
  • Focus on digital best practices for advisors to follow by creating guides for SEO, social media, search engine marketing services, Google Analytics, online blogging and online referrals.
  • Provide email copy and website copy that focuses on digital best practices and incorporates SEO research and strategy.
  • Create 10 sample social media posts including imagery, hashtags and links for Facebook, Twitter and LinkedIn.
  • Design a GWP brochure, PowerPoint presentation and Sign Up Guide brochure.
  • Review and incorporate compliance feedback with all digital and print materials.

Tools & Technologies Used

  • Adobe Photoshop, Adobe InDesign, Adobe Illustrator, GatherContent, Google Drive, Facebook, Twitter, LinkedIn, Google Analytics, Google Adwords, Facebook Advertising, Facebook Remarketing, Twitter Website Cards, LinkedIn Sponsored Content, YouTube Advertising, Buffer, Hootsuite, Google Tag Manager, Google Data Studio, Basecamp