Marketing Plan Workshop

Hands on Workshop for Growth Focused Advisors.

It's time to look at your business and make changes to stay relevant in the financial industry. Our recent survey tells us what successful financial professionals have been doing to not only survive but thrive in 2020. Let's talk about these marketing strategies, and how you can implement them in your practice.

Join Broadridge marketing experts for a hands-on workshop to help you develop a defined marketing strategy 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 plan

  • Reveal the marketing strategies of successful growth-focused advisors

  • Start to build your 2021 comprehensive marketing plan

Watch our virtual workshop and be ready to develop your strategic plan.

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