blog-banner

Resources

The insights you need to grow your practice

Vector Smart Object-one

6 ways 
I Drive Growth

Marketing is essential for business growth. Learn how I do digital marketing for advisors as a VCMO.

Read More

body-bg-img
Posted by Lou Calabrese on Feb 1, 2019 6:17:32 AM
Lou Calabrese
Find me on:

The Marketing Solutions team at LPL Business Solutions is working hard to bring you more and more enhancements to the program.Marketing Opportunity Miner One enhancement we introduced is a tool called Marketing Opportunity Miner. Marketing Opportunity Miner is the innovative result of the partnership between the following three LPL departments: Business Intelligence, Marketing and Strategy. Marketing Opportunity Miner will empower your Marketing Consultant to connect data and marketing to drive your plan to new heights.

Here are some highlights of the tool:

  • Inspect your clients and largest opportunity based on geography in our map application
  • Drill down opportunities by three segments: Accumulating, Growing and Distributing
  • View prospects you uploaded into ClientWorks
  • Filter each opportunity by age distribution and household income for targeted marketing
  • Segment you clients by total assets under management (AUM) and age
  • Locate geographic areas of opportunity

Throughout the year we will improve the tool based on your feedback. This new tool is only available through the Marketing Solutions program and it’s just the beginning of some great things to come!

The best news is that this new tool and service is part of your monthly fee. No additional cost!

The team is excited to show you the power behind Marketing Opportunity Miner.

Thank you for your business!

Will an LPL Business Solution fit your business needs? Let's talk!

Schedule a Call With a Business Solutions Consultant