Event Marketing

seminar event marketing for financial advisors
traditional brochure invitations for educational financial seminar events
premium direct mail invitation for Making the Most of Social Security seminar

Fill your seats with qualified prospects

  • Concierge Event Management
  • Direct Mail Invitations
  • Print Only or Full-Service Mailing
  • RSVP Tracking & Management
  • Secure Sign-Ups with Digital Event Advertising

Detailed Information

Planning a seminar event is no easy task. By utilizing Broadridge Event Marketing services, you receive end-to-end coordination that supports seminar marketing done in a variety of venues, such as libraries, community centers, and restaurants, on a nationwide scale.

Take advantage of our all-inclusive, no-risk concierge event planning service, direct mail invitations, digital event advertising, and social media event marketing; we focus on securing you better qualified attendees to participate in your seminar event.

This solution is included in these Packages:
Grow
Invest
Manage

Attract More Qualified Prospects with Seminar Marketing Campaigns

Seminar marketing is the #1 method to attract and attain new customers. Working with Broadridge Advisor Solutions, you have the opportunity to invest in new clients with these benefits:

  • Minimal risk, thanks to no upfront expenses; through a partnership with White Glove Workshops, we offer Concierge Event Marketing where you only pay for confirmed seminar attendees
  • Full-service marketing team that advertise and secure participants for each event
  • A choice from the largest selection of FINRA-reviewed seminars available today
  • Additional optional marketing services using our comprehensive direct mail list management services to send printed invitations
Make a Great First Impression with Direct Mail Invitations

Seminar invitations are your introduction to prospects. Make your next invitation as impressive as your seminar with the help of Broadridge Advisor Solutions. Our wedding-style invitations are effective at helping financial advisors make an impact on their prospects, by featuring:

  • High-quality stock and envelopes
  • Variable printing, personalizing each invitation to the individual recipients, which increases response rates
  • Attractive layout, compelling wording and personalization options that include four-color photo of the speaker and an illustration of the seminar workbook
Seminar Solutions for Every Budget

We understand the need to market on a budget, so we have created several direct mail options to meet a variety of needs. Choose from premium invitation cards or printed brochures, add in RSVP service or handle it on your own—the choice is yours. We also have special pricing when you elect to purchase invitations and workbooks, so ask us about these options today:

  • Premium, full-color invitations with matching envelopes
  • Tri-fold mailers and 4- to 8-page brochures that emphasize the educational value of the event; perfect for seminars being conducted at an educational institution or community organization
  • Concierge RSVP service
Premium Direct Mail Invitations

Customized four-color invitation with attractive graphics to captivate recipients and engage them to respond; includes coordinating envelope.

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2-Color Tri-Fold Mailer

Available for the following Comprehensive Seminar titles: Passport to Retirement, Financial Strategies for Successful Retirement, and The Complete Financial Management Workshop

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4-Color Tri-Fold Mailer

Available for the following Topic-Specific Title: Social Security

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4-Page Brochure

Available for the following Comprehensive Seminar titles: Passport to Retirement, Financial Strategies for Successful Retirement, and The Complete Financial Management Workshop.

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8-Page Brochure

Available for the following Comprehensive Seminar titles: Passport to Retirement, Financial Strategies for Successful Retirement, and The Complete Financial Management Workshop

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8-Page Brochure with Highlights

Available for the following Comprehensive Seminar titles: Passport to Retirement, Financial Strategies for Successful Retirement, and The Complete Financial Management Workshop.

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8-Page Tall Brochure

Available for the following Comprehensive Seminar title: Financial Strategies for Successful Retirement

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Event Marketing Solution Features

Seminar Marketing on Your Behalf
  • Geo-targeted digital marketing campaigns
  • Direct mail invitations
  • Targeted social media marketing campaigns
Concierge End-to-End Event Planning
  • Event venue reservation and confirmation
  • Attendee confirmation calls and reminder emails, with option of receiving updates via text messages
  • Registration management
  • Includes list of registered attendees who did not attend, providing opportunity for additional nurturing and follow up
Premium Direct Mail Invitations
  • Variable printing
  • Personalized with your headshot and workbook illustration
  • Coordinating full-color envelope
  • Full-color
  • Attractive invitation layout
  • Full-service mailing or print-only service
RSVP Service
  • Reservation setup
  • Free seminar event message center
  • Driving directions
  • Automatic waiting list
  • Free dedicated phone number
  • Meal selections
  • Confirmation phone calls
  • Communication of seminar event changes

VIEW ALL DETAILS CLOSE

Retail Pricing:

With a variety of solution options available, we can help you fill the seats for your next seminar. Choose from individual solutions or opt for full-service with Concierge Event Marketing.
CONCIERGE EVENT MARKETING
Pay based on confirmed event attendance
DIRECT MAIL INVITATIONS & BROCHURES
$0.54-$1.02 per piece
(list purchase and mailing)
DETAILS & COMPARE CLOSE

Log in or call for broker-dealer partner pricing

SCHEDULE A DEMO or Call 800-233-2834