LPL Financial Announces Rollout of ClientsFirst Marketing Platform to Retirement Partners Division

BOSTON, June 29, 2011 /PRNewswire/ -- LPL Financial LLC ("LPL Financial" or "the company"), the nation's largest independent broker-dealer* and wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), today announced the rollout of its ClientsFirst marketing platform to the advisors served by LPL Financial Retirement Partners, the company's retirement plan-focused division.

First launched in early 2009, ClientsFirst is a proprietary client communication and client acquisition system designed to identify and target market to prospective clients, reinforce existing relationships, increase referrals, purchase and segment client prospect leads and implement a marketing strategy with highly customized marketing materials.

The new ClientsFirst platform has been built specifically for LPL Retirement Partners advisors, and includes a robust offering of retirement plan specific resources and information including:

• Ready-made marketing campaigns encompassing a broad 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

Bill Chetney, executive vice president of LPL Financial Retirement Partners, said, "We are excited to roll out to our advisors 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 advisors' businesses.  This is another example of how Retirement Partners advisors will continue to benefit from the scale, resources and services offered by the LPL Financial." 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer.  LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,500 financial advisors and over 750 financial institutions.   Additionally, LPL Financial supports approximately 4,000 financial advisors who are licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have over 2,600 employees with employees and offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial, a Registered Investment Adviser, Member FINRA/SIPC

*Based on total revenues, Financial Planning magazine, June 1996-2011

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SOURCE LPL Financial LLC

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