Broadridge is the premier provider of advisor marketing solutions designed to help you find new prospects, retain and grow your business with existing clients, and increase referrals while optimizing your practice.
A highly customizable, mobile-friendly, and easy-to-set-up solution to effectively market your products and services in the digital world.
Only $62.99 per month with one-time activation of $199
(reg. $69.99 per month with $199 activation)
Learn more about our Advisor Website.
An educational deep-dive through a multi-session, 5- to 10-hour seminar. Coordinating workbooks available for purchase.
Learn more about Seminars.
Attract prospects with these single topic 60- to 90-minute seminars. Coordinating workbooks available for purchase.
Learn more about Topic-Specific Seminars.
Quick, 30-minute presentations perfect for one-on-one meetings or multi-attendee webinars.
Free! Enjoy complimentary access because of the partnership between Broadridge and RBC Clearing & Custody.
(reg. $1,350 per year)
Learn more about our Presentations.
Make a great first impression with Direct Mail Invitations and Brochures, designed to make your invitation as impressive as your seminar.
Only $0.61-$1.42 per piece
Learn more about Invitations.
Build and nurture client relationships with user-friend eCard system.
Free! Enjoy complimentary access because of the partnership between Broadridge and RBC Clearing & Custody.
(reg. $19.99 per month)
Learn more about eCards.
Earn accreditations quickly and efficiently through web-based CE tests.
Free! Enjoy complimentary access because of the partnership between Broadridge and RBC Clearing & Custody.
(reg. $19.99 per month)
Learn more about Continuing Education.
More than 3,000 pieces of content that can be shared through social media, email, and print.
Free! Enjoy complimentary access because of the partnership between Broadridge and RBC Clearing & Custody.
(reg. $69.99 per month)
Learn more about Email & Social Marketing.
Timely, FINRA-reviewed content branded for your practice, keeping you top-of-mind and encouraging client conversations.
Free! Enjoy complimentary access because of the partnership between Broadridge and RBC Clearing & Custody.
(reg. $59.99 per month)
Learn more about Custom eNewsletters.
Differentiate your brand and stay top-of-mind with prospects and clients with the help of financial education articles.
Full-service orders (includes printing, postage, and mailing)
Full Service: $1.72–$1.92 per piece, based on quantity.
Print Only: $0.84–$0.90 per piece, based on quantity.
Learn more about Print Marketing.
Get on the first page of search results, maximizing visibility and driving traffic to your Advisor Website.
Only $53.99 per month
(reg. $59.99 per month)
Learn more about Sponsored Name Placement.
Be everywhere your prospects are searching through registration with more than 100 local directories, including Facebook, Google, Bing and Yelp.
Only $53.99 per month
(reg. $59.99 per month)
Learn more about Local Business Listings.
Pricing accurate as of August 2021.
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