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The right insights, right now

Access the latest news, analysis and trends impacting your business.

Special Offers for TD Ameritrade Independent Advisors

Save up to 25% on effective multi-channel marketing solutions.


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.

Call 800-233-2834 to order
Request Information

Marketing for Every Stage of an Advisor’s Career

Grow
Build and Grow
  • Website
  • Sponsored Name Placement
  • Social Media Sharing
  • FINRA-Reviewed Content Library
  • Continuing Education
  • Only $99 per month
    ($220 retail value)
    Save 55% from retail price
Invest
Grow and Communicate
  • Website
  • Sponsored Name Placement
  • Social Media Sharing
  • FINRA-Reviewed Content Library
  • eNewsletters
  • eCards
  • Seminars & Presentations
  • Continuing Education
  • Only $197 per month
    ($412 retail value)
    Save 52% from retail price
Manage
Preserve and Manage
  • Website
  • Social Media Sharing
  • FINRA-Reviewed Content Library
  • eNewsletters
  • eCards
  • Continuing Education
  • Only $159 per month
    ($240 retail value)
    Save 34% from retail price

Select one of the packages above at a special savings or choose from the individual solutions below.

 

Digital Lead Optimizer

Innovative, inbound digital lead campaigns that gather motivated leads and introduces clients to your brand.
$1,899 per month
Learn more about Digital Lead Optimizer.

Seminars

Comprehensive Seminars  

An educational deep-dive through a multi-session, 5- to 10-hour seminar. Coordinating workbooks available for purchase.
25% off retail price
Plus, save 10% on coordinating workbooks
Learn more about Comprehensive Seminars.

Topic-Specific Seminars

Attract prospects with these single topic 60- to 90-minute seminars. Coordinating workbooks available for purchase.
25% off retail price(reg. $665)
Plus, save 10% on coordinating workbooks
Learn more about Topic-Specific Seminars.

Presentations

Quick, 30-minute presentations perfect for one-on-one meetings or multi-attendee webinars.
Receive collection of 17 titles for only $1,012.50 per year
(reg. $1350 per year)
Learn more about Presentations.

Seminar Solution Sets

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)

Direct Mail Invitations

Make a great first impression with Direct Mail Invitations and Brochures, designed to make your invitation as impressive as your seminar.
Only $0.54–$1.35 per piece(reg. $0.59–$1.40per piece)
Learn more about Invitations.

Concierge Event Marketing

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.

Search Engine Marketing

Sponsored Name Placement

Get on the first page of search results, maximizing visibility and driving traffic to your Advisor Website.
Only $53.99 per month
(reg. $59.99 per month)
Learn more about Sponsored Name Placement.

Local Business Listings

Be everywhere your prospects are searching through registration with more than 100 local directories, including Facebook, Google, Bing and Yelp.
Only $53.99 per month
(reg. $59.99 per month)
Learn more about Local Business Listings.

Advisor Website

A highly customizable, mobile-friendly and easy-to-set-up solution to effectively market your products and services in the digital world.
Only $62.99 per month with one-time activation of $199
(reg. $69.99 per month)
Learn more about Advisor Website.

Digital Advertising

Increase prospect-to-client conversion with targeted ads that display on popular websites and social media channels.
Starting at $25 per month
Learn more about Digital Advertising.

Email & Social Marketing with Content Library

More than 2,000 pieces of content that can be shared through social media, email and print.
Only $62.99 per month
(reg. $69.99 per month)
Learn more about Email & Social Marketing.

eNewsletters

Timely, FINRA-reviewed content branded for your practice, keeping you top-of-mind and encouraging client conversations.
Only $53.99 per month
(reg. $59.99 per month)
Learn more about Custom eNewsletters.

Print Marketing and Newsletters

Differentiate your brand and stay top-of-mind with prospects and clients with the help of financial education articles.
12% discount on full-service orders (includes printing, postage, and mailing)
Full Service: $1.49–$1.66 per piece, based on quantity. ($1.69–$1.89 value)
Print Only: $0.84–$0.90 per piece, based on quantity.
Learn more about Print Marketing.

eCards

Build and nurture client relationships with user-friend eCard system.
Only $17.99 per month
(reg. $19.99 per month)
Learn more about Print Marketing.

Continuing Education

Earn accreditations quickly and efficiently through web-based CE tests.
$17.99 per month
(reg. $19.99 per month)
Learn more about  Continuing Education.

Pricing accurate as of January 31, 2020.

 


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