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Marketing and Support

InTouch Innovations offers turn-key, “set it and forget it” compliance approved marketing strategies so you can touch your clients and prospects on a regular basis. Our team coordinates activities to augment both the partner’s and the advisor’s practice to help expand their marketing opportunities and communicate clearly with their clients. We will execute marketing plans and campaigns on your behalf and eliminate any obstacles that may otherwise derail your efforts.

Click here to learn more about our sister marketing company, InTouch Innovations.

InTouch Innovations and LPL Financial are separate entities.

 

Resources and support available may include:

  • Prospecting strategies
  • Cross-sell campaigns
  • Referral campaigns
  • Direct mail and e-mail campaigns
  • Newsletters
  • Networking
  • Workshops, Webinars and Seminars
  • Worksite marketing
  • Marketing Plan Development
  • Conscious competency consulting
  • Scripting
  • Brochures
  • Articles
  • Scripts
  • Waivers
  • New Client Kits
  • Web site Consulting
  • Client Appreciation Events
  • Value & Mission Statement Development
  • Tier 1 Client development
  • Target and Niche Marketing Strategies