Special Offer for National Practice Group Thrivent Advisors
Save 25% on our popular One-on-One Presentation Collection
Broadridge is the premier provider of educational seminars designed to help you earn the trust of qualified prospects, build a pipeline of new clients and nurture existing client relationships.
One-on-One Client Presentations
Fill your sales pipeline with qualified prospects.
- 30-minute, fully customizable PowerPoint presentations
- Speaker Notes
- Video Introduction
- Email Invitation
- Interactive Client Guidebooks
- FINRA-Reviewed Content
Special pricing!
$1,012.5/annuallyPackage of 17 titles
Establish yourself as an authority on a variety of subjects including Social Security, college funding, estate conservation, surviving market swings and more!
These concise, 30-minute presentations are perfect for one-on-one client meetings and multi-attendee webinars, providing prospects and clients with the digestible, topic-focused information they desire. They are the perfect tool to establish yourself as a subject-matter expert, setting the stage for important conversations and follow-up appointments.
We provide you with full-color presentations, including guided talking points, plus coordinating interactive client guidebooks, a video introduction and email invitation.
Presentation Topics – All Included!
Focus on Workshops
Workshop Components
- 60-80 slide (depending on the topic) PowerPoint presentation
- Speaker Notes
- Marketing materials: Flyer, Letter, Invite Postcard
- Four-color, 20-page participant workbook, with personalized branding available
- FINRA-Reviewed Content
Attract your ideal target audience by exploring specific topics that are top-of-mind with prospects. These in-depth, single sessions enable you to establish yourself as a credible authority on the topics that matter most to your prospects. They are designed for public dinner seminars and client appreciation events where you can cultivate trust and generate qualified leads.
Broadridge provides you with an in-depth, full-color, FINRA-reviewed presentation that includes guided talking points. Plus, you can add a coordinating workbook so participants can get the most out of each session and apply what they learn to their own situations.
Choose from 10 seminars with a coordinating workbook available for purchase.
10 Workshop Topics to Choose From
- College Funding : Presentation, Workbook, Marketing Material
- Estate Conservation : Presentation, Workbook, Marketing Material, NPG Invite Template, Zoom Registration (new)
- Financial Management : Presentation, Workbook, Marketing Material, NPG Invite Template, Zoom Registration (new)
- How Health Can Affect Your Wealth in Retirement : Presentation, Workbook, Marketing Material
- Making the Most of Social Security : Presentation, Workbook, Marketing Material, NPG Invite Template, Zoom Registration (new)
- Retirement : Presentation, Workbook, Marketing Material
- Retirement Income : Presentation, Workbook, Marketing Material
- Surviving Market Swings : Presentation, Workbook, Marketing Material, NPG Invite Template, Zoom Registration (new)
- Taking Control : Presentation, Workbook, Marketing Material
- Tax Planning and Your Retirement : Presentation, Workbook, Marketing Material, NPG Invite Template, Zoom Registration (new)
What happens next?
Once you place your order you will receive a receipt and link to the seminar within 24 hours.
- Reach out to Rob Dalby to order seminar (Advisor) – Include name of seminar(s), and a list of advisor names in your practice to receive access. Broadridge will follow up to help with any account set up & payment needs.
- Send Seminar (Broadridge) – Broadridge will send you a receipt and link to your seminar within 24 hours.
- Customize Seminar Invite (Advisor) – Download the templates available and customize for your event.
- Choose either one of the NPG Thrivent branded templates for the 6 most popular Focus on Workshop options provided, or use the Broadridge invite templates and supporting resources.
- Seminar invite templates do not require separate Compliance review
- Retain a copy of all seminar materials in your Advertising file