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.
No activation fee
Premium Website
Only $53.99 per month or $647.88 per year
Learn more about Advisor Website.
An educational deep-dive through a multi-session, 5- to 10-hour seminar. Coordinating workbooks available for purchase.
25% off
Only $19.99–$32.50 per workbook
Learn more about Seminars.
Attract prospects with these singular topic 60- to 90-minute seminars. Coordinating workbooks available for purchase.
Only $499 each (reg. $665)
Only $2.75–$3.15 per workbook
Learn more about Topic-Specific Seminars.
Quick, 30-minute presentations perfect for one-on-one meetings or multi-attendee webinars.
Receive collection of 17 titles for only $1012.50 per year
(reg. $1350 per year)
Learn more about Presentations.
Included in the Invest Package: Your choice of one Seminar Solution Set
Gain access to a seminar package that addresses various aspects of an important subject. Sets include one to two Topic-Specific Seminars and one to three Presentations, depending upon the topic. The entire Presentation collection is also available as the “One-on-One Collection”.
Only $1,012.50 per year
(reg. $1,350 per year)
Only $0.56-$1.37 per piece ($0.61-$1.42 value)
Learn more about Invitations.
Seminar marketing on your behalf, attracting qualified prospects to your next seminar event.
Pay based on confirmed event attendance
Learn more about Concierge Event Marketing.
Get on the first page of search results, maximizing visibility and driving traffic to your Advisor Website.
Only $45 per month or $540 per year
(reg. $59.99 per month or $719.88 per year)
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 $45 per month or $540 per year
(reg. $59.99 per month or $719.88 per year)
Learn more about Local Business Listings.
Increase prospect-to-client conversion with targeted ads that display on the most popular websites and social media channels.
Starting at $25 per month
Learn more about Digital Advertising.
More than 2,000 pieces of content that can be shared through social media, email, and print.
Only $45 per month or $540 per year
(reg. $69.99 per month or $839.88 per year)
Learn more about Email & Social Marketing.
Timely, FINRA-reviewed content branded for your practice, keeping you top-of-mind and encouraging client conversations.
Only $45 per month or $499 per year
(reg. $59.99 per month or $719.88 per year)
Learn more about eNewsletters.
Differentiate your brand and stay top-of-mind with prospects and clients with the help of financial education articles.
10% discount on full-service orders (includes printing, postage, and mailing)
Full Service: $1.61-$1.79 per piece, based on quantity. ($1.72-$1.92 value)
Print Only: $0.84-$0.90 per piece, based on quantity.
Learn more about Print Marketing.
Build and nurture client relationships with user-friend eCard system.
Only $12 per month or $145 per year
(reg. $19.99 per month or $239.88 per year)
Learn more about eCards.
Earn accreditations quickly and efficiently through web-based CE tests.
$12 per month or $75 per year
(reg. $19.99 per month or $239.88 per year)
Learn more about Continuing Education.
Pricing accurate as of August 2021.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.