Where Advisor Marketing Happens

Hi, I’m Mike Alexander, president of Broadridge’s wealth management business.

Our wealth industry is rapidly transforming and today, we are extremely excited to welcome the AdvisorStream business into our family.

They are a leading provider of digital marketing and investor education materials.

Digital marketing, engagement and other A.I. powered capabilities are at the forefront of our industry’s transformation.

And there has been a tremendous influx of new investors into the marketplace.

These investors, who will inherit trillions of dollars in the coming years, require a trusted, personalized, and credible source of content and educational materials.

Advisors also need to connect and build relationships with these next generation investors.

It is critical that firms deliver the right content at the right time and in the right manner.

We founded AdvisorStream with a mission to help advisors engage and empower their clients through credible, timely, educational content, personalized to their stage in the investor lifecycle.

AdvisorStream’s approach from day one was to partner directly with the world’s top publishers.

Fully licensing their content to create a superior investor experience while positioning the advisor front and center.

Today, we work with over 30 global publishers including Dow Jones, Forbes, The Globe and Mail, Bloomberg, and many more.

By combining approaches, advisors will have access to the industry’s most powerful marketing solution that pairs Broadridge’s vast data foundation and marketing capabilities with AdvisorStream’s omnichannel marketing technology.

Going forward, advisors and wealth firms are going to benefit from a significantly evolved and truly unique offering.

And with that, let me share the spotlight with another Kevin.

We’re looking forward to sharing more about what we think AdvisorStream can do for your Advisors and your firm to grow your business. 

Kevin hit on something that I think is crucial—AdvisorStream and Broadridge share a common vision:  Provide every prospect and client with the right communication, at the right time, in the right channel—while always keeping their Advisor in focus. 

And, do it in a way that is completely compliant, and requires minimal or no effort on the part of an advisor or firm. 

With rich analytics and applied data science, coupled with the industry’s best content stream, our capabilities maximize the return on an advisor’s investment in time and money. 

AdvisorStream has an incredible track record of innovation.

As we continue to build on each other’s strengths, we’ll do so with a sharp focus on increased ROI.

We are excited to continue to partner with you to empower your advisors to grow their business. 

And I encourage you to reach out and let us show you how we can help. 

And now I’d like to introduce Lisa, our head of marketing.

I’ve been helping financial professionals market and grow their businesses for much of my career at firms including JP Morgan and Merrill Lynch. 

Advisors want to attract new clients and provide personalized service and guidance to the clients they already have, but often lack the time and expertise to implement an effective digital marketing strategy. 

Our most recent Broadridge advisor study bears this out: Results revealed that 91% of advisors surveyed cited the development of a digital marketing strategy as their biggest challenge, followed by simply finding the time for marketing efforts. 

Adding AdvisorStream’s data-driven digital engagement platform into Broadridge’s already impressive suite of capabilities enables us to offer a hyper-relevant experience that will maximize the return on investment for firms and their advisors. 

We’re here to solve your problems today and provide you with the capabilities you’ll need and want tomorrow.