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LPL Financial Markets To Women In Life Stages Instead Of Age-Related Needs

Contrary to the days of the GI generation, people’s lives no longer evolve in any type of chronological linear fashion. But LPL Financial is employing a new approach to marketing to women that restructures service offerings based on life events women experience instead of age-related expectations.
The four basic life event stages are designated as ‘in relationships,’ ‘in transition,’ ‘in business,’ and ‘in retirement.’ The stages are not necessarily tied to a particular age since women tend to go in and out of different stages at various periods in their lives. They may circle out of a career to start a family, circling back into the ‘in business’ stage after the children reach certain ages.
Psychological research formed the basis for the model, noting that women’s goals were seven times more likely to be centered around peace of mind than on wealth accumulation. Because women may have more of focus on family wellbeing, basing service offering on life stages makes sense. Women may experience life stages in different ways than men but they are not the only ones whose life experiences are no longer connected to age or a linear order.


How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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