Case Study: LPL Financial strengthens recruiting and compliance training with CGR Creative videography

LPL Financial builds 3-5 minute recruiting videos and annual compliance training with CGR Creative

LPL Financial, the largest independent broker-dealer in the United States, needed to develop professional-quality videos for recruiting new advisors and training current ones. They engaged CGR Creative to build a flexible video library that would match their market caliber and comply with industry regulations.

CGR Creative developed two video series: the "This Is My Why" recruitment series and annual compliance training videos. The "This Is My Why" series contributed to a noticeable increase in social media engagement for recruiting campaigns, while the compliance videos became a critical educational tool, supporting a positive trend in compliance performance for LPL Financial.

LPL Financial