Financial Marketing Plan Workshop

Meet the moment – no matter what that moment brings – with an all-weather marketing plan.

Financial Marketing Plan Workshop

A recent Broadridge study revealed 91% of financial advisors are challenged when it comes to developing a digital marketing strategy and 86% struggle to find the time for marketing efforts.

But those who do develop a defined marketing strategy are reaping the rewards. These advisors acquired significantly more new clients over the past 12 months (24 vs. 14!), are more likely to have landed a new client through social media and generate 2 times more leads per month through their websites – all of this despite the challenges faced in 2020.

Join Broadridge marketing experts for a hands-on workshop to help you develop a defined marketing strategy for 2021, so you can approach the new year with confidence in meeting your practice growth goals.

In just under an hour, we’ll:

  • Walk through the framework of a defined marketing strategy
  • Reveal the marketing strategies of successful Growth-Focused Advisors
  • Start to build your 2021 comprehensive marketing plan

All workshop attendees receive a fillable marketing plan template – come to class ready to develop your strategic plan.


Available On-Demand

Register Now