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About Broadridge


Help advisors build their business with effective seminars

Attract prospects by helping your advisors grow their practices. Our robust library of thoughtful and professional presentations includes multi-length seminars on various topics to help your advisors bring more value to their clients.

Powerful FINRA-reviewed presentations for every advisor

Our seminars help advisors reach prospects and clients in a variety of ways, via a series of comprehensive sessions or quick-hit, topic-focused presentations.

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Multi-Session Seminars
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Dining Events
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One-on-One Presentations
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Client Workbooks
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Customizable Invitations
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Seminars Updated

Explore Our Seminar Library

Comprehensive Seminars

An educational deep-dive for prospects and clients

Multi-session seminars give advisors an opportunity to provide prospects with a comprehensive take on personal finance topics in a classroom or worksite setting. Our comprehensive seminars offer:

  • High conversion rates
  • The largest income opportunity
  • A variety of invitations
  • Several sessions of prepared presentation material

Dining Event Seminar

A quick way to build business

Themed dining events combines retirement planning education with a meal. This fun and informative evening helps advisors land new clients. Our dining event seminar offers:

  • A free presentation for advisors with the purchase of workbooks and a direct mail package
  • Topic-specific invitations
  • A fast way to grow an advisory business

FocusOn® Seminars

Expertise on display

FocusOn® Seminars give advisors the chance to establish themselves as an authority on specific topics. These seminars are approximately one hour and include invitations. They're ideal for:

  • Client-only meetings
  • Local associations, club, or other groups
  • Dinner and employee lunch-and-learns

Client Presentations

Become the go-to resource for clients

Our Client Presentations allow advisors to present clients with the exact information they're seeking in a digestible, 30-minute format. Advisors can tap a complete library of topics. These seminars are:

  • Customizable in both content and format
  • Ideal for one-on-one or one-to-family settings
How We Can Help

Tap our seminar expertise

Years of experience in developing prospecting seminars.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.