Manage Package
Retain existing clients and increase your practice’s value.
Vital communication tools for any financial advisor
If your business focus is client retention and succession planning, our Manage Package is the ideal marketing solution. This digital communications toolkit helps you stay top-of-mind with your most important contacts so you can maximize the success of your established practice.
Package benefits
By leveraging our professional, polished Advisor Website, Sponsored Name Placement and digital communication tools, you amplify your message among your clients. This enables you to nurture and grow your existing relationships while also gaining future referrals. And, our Continuing Education module makes it easier than ever to keep your professional accreditations current.
- Provide greater value and convenience with multi-channel accessibility
- Build business from existing contacts by sharing content through email, social media and print communications
- Ensure your digital discoverability so your website is found by referrals
- Increase the value of your business for succession planning
“Broadridge Advisor Solutions has been a great partner for my practice over the
last few years. I went independent more than a year ago, and I made sure to take Broadridge with me. I have enjoyed that it has been a one-stop shop for me and my clients to receive constant, personalized information. Broadridge handles my website, my monthly newsletter distribution, as well as search engine optimization. The entire process has been turnkey. Time is valuable, and Broadridge has saved me time and added value to my practice, and more importantly, my client experience.”
– Blake Dorsett, Innovative Financial Group, Memphis, TN
Other Popular Solutions
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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