A New Partnership for ReminderMedia

Alexa Bricker

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We recently announced that ReminderMedia has partnered with LPL Financial LLC’s Affinity Platform to offer financial advisors a new and effective way to build stronger relationships with clients.

Through this partnership, we will be better able to serve financial advisors the marketing tools and services they need to make their client connections better, and advisors will have access to a wealth of invaluable information geared specifically toward their industry.

This is an important step toward expanding our expertise and services to other industries, and brings an exciting opportunity and outlook for the future of ReminderMedia.

 Official Press Release:

ReminderMedia Joins LPL Financial’s Vendor Affinity Program

For more than 14 years, ReminderMedia—a sales and marketing company based outside of Philadelphia—has been helping financial professionals and other sales-based businesses simplify their marketing efforts to garner more repeat and referral business.

In an effort to help financial advisors reach their marketing potential, ReminderMedia is now providing its products to LPL advisors as part of the firm’s Vendor Affinity Program. LPL is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*.

ReminderMedia president Luke Acree says, “It is an honor to be chosen by LPL for its Vendor Affinity Program. We are excited to offer our marketing tool for financial advisors to help maintain their most critical asset—client relationships—and to generate more referrals from their top clients and spheres.”

ReminderMedia’s mission for taking the complications and weight of marketing off of the professional is in line with the goals of LPL’s Vendor Affinity Program, designed to help advisors reduce the complexity and costs of running their businesses. The program consists of a centralized repository of vendors that have agreed to provide their products and services to LPL advisors at discounted prices. Vendors are selected based on advisor experience and their ease of doing business with LPL advisors and have met certain security and compliance requirements.

LPL advisors will be able to use its flagship product, American Lifestyle magazine, and host of other tools and services, able to build stronger relationships with their core clients, fostering long-term growth.

“At LPL we are committed to offering resources, tools and services that make it easier and more effective for our advisors to manage and grow their businesses,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “With our Vendor Affinity Program, we are able to leverage the firm’s scale to directly impact our clients’ bottom line and further enhance the value in affiliation with LPL.”

ReminderMedia is thrilled to be offering its products to LPL Financial advisors, and looks forward to providing the tools they can use to succeed, while affording more freedom for professionals to focus on the aspects of their life and business that matter most.

*Based on total revenues, Financial Planning magazine June 1996-2018

Written by Alexa Bricker

Creative writer who believes in the power of a well-told story and helpful content.