Individual Solutions
Select one or build your own package
Advisor Website
Digital first impressions matter
Customize a website in minutes with innovative templates designed to reflect your unique brand. Our mobile-friendly, SEM-optimized websites engage new prospects and enrich existing client relationships.
Email & Social Marketing
Stay top-of-mind through all client and prospect life events
It’s content with a purpose. Choose from over 3,000 FINRA-reviewed original pieces in a variety of formats including articles, videos, calculators, and presentations to connect with clients.
Intelligent Prospecting
Become a bionic advisor
Artificial intelligence combined with advanced analytics provides you with the actionable data you need to convert new clients.
Digital Advertising
Increase prospect-to-client conversion
Online advertising on the most popular websites and social media channels, including Facebook and LinkedIn, increases brand exposure, impressions, and event marketing attendance in the digital channel.
Seminars
Fill your sales pipeline with qualified prospects
Seventy of the 100 top-producing advisors include seminars in their marketing. Leverage FINRA-reviewed presentations, webinars and seminars, including workbooks and guided talking points.
Event Marketing
Fill your seats with qualified prospects
Take advantage of our all-inclusive, no-risk concierge event planning service, direct mail invitations, digital event advertising, and social media event marketing to connect with clients.
Print Marketing & Newsletters
Differentiate your brand
Select from a variety of printed, professional marketing materials to stay top-of-mind. We offer a range of timely, FINRA-reviewed financial newsletters, special market reports, brochures, and other print solutions.
eNewsletters
Establish yourself as a thought leader
Our newsletters provide timely, FINRA-reviewed content branded for your practice, keeping you top-of-mind and encouraging client conversations.
Search Engine Marketing
Control your brand everywhere prospects search
SEM drives website traffic. It's the most optimal method for connecting with prospects you haven’t even met.
eCards
Build and nurture client relationships
Client milestones don’t have to be memorized. Send automated FINRA-reviewed email greetings for birthdays, anniversaries, holidays, and more.
Continuing Education
Earn the credits you need to stay ahead
Our online tests satisfy continuing education (CE) requirements for many professional accreditations. We offer tests in several topic areas for advisors maintaining their CFP®, ChFC®, CLF®, CLU®, RHU® and REBC® certifications.
Mobile App
Stay connected to your clients — anywhere, anytime
Deliver rich content and multiple touch points to your customers through smartphones and tablets. My Wealth Advisor is your personalized digital app for communications with clients.“Using Broadridge for teaching our classes (Financial Strategies for Successful Retirement) has been seamless and rewarding. The mailing services target the right audience, and we have excellent response from the students as to the quality of the materials and the class experience. Most importantly, lots of these students turn into profitable clients. This has proven to be a valuable way to grow our business. ”
– Jeanne Peterson, Jacksonville, FL
– Jeanne Peterson, Jacksonville, FL
“The newsletters have been my best source for prospecting. On several occasions, when I have met with referrals for the first time, they have had a copy of my newsletter that was given to them by my referring client. It is very easy to manage and has been a great way to keep in contact with my current and potential clients.”
– Gregg T. Georgantas, Channahon, IL
– Gregg T. Georgantas, Channahon, IL
“If you are in the financial services business, you need to have a good website. Prospects will always check you out and look at your website prior to doing business with you. With a Broadridge website, you don't have to worry about your website not looking good. They update and provide current information that your clients and prospects are looking for.”
– Ronald W., Southwest Florida
– Ronald W., Southwest Florida
Let's Talk
For free marketing advice and answers to any questions, speak with one of our representatives today.
CALL 800-233-2834 EMAIL US