You’ll demonstrate being your clients’ trusted business adviser to:
Quickly answer client questions with easy-to-understand material.
Broadridge Advisor
For PFP Section members, explore the premier benefits of Broadridge — including more than 3,000 resources. More information for non-members on how to get started and
how to join is found below.
Communicate
• Build a stronger relationship with your clients.
• Enhance client relationships by staying in touch.
• Share targeted content.
Educate
• Access generalized education.
• Easy to understand and digestible information.
• Knowledge when you need it.
• Content and tools to make your life easier.
• Updated resources customized to your name and company logo.
• Separate yourself from the competition.
Customize
Communicate
Educate
Customize
Broadridge benefits
Broadridge Alerts
keep you and your clients apprised of new legislation and regulations.
Explore more PFP resources.
PFP Section membership offers more support for you to gain a competitive edge. Unlock access to 16 free CPE hours, on-demand learning materials, exclusive toolkits, weekly newsletter, PFP technical and practice guides and more.
For more information on PFP Section membership, go to the PFP website.
If you’re not a PFP Section member, follow this link to join.
Educate
Customize
Communicate
Align your client goals. See how.
TM
Personalize resources with your contact information and/or logo.
Provide your client with short, quick-hit emails on a variety of topics.
Offer pre-read material for your client meetings.
Share education on spontaneous topics that surface during the meeting.
Send targeted information to clients, grouped by similar interests.
Enhance your client meetings with videos, illustrations or tables to support your discussion.
Stand out with your clients
Communicate
• Build a stronger relationship with your clients.
• Enhance client relationships by staying in touch.
• Share targeted content.
• Access generalized education.
• Easy to understand and digestible information
• Knowledge when you need it
Educate
• Content and tools to make your life easier
• Updated resources customized to your name and company logo
• Separate yourself from the competition.
Customize
Broadridge Presentations
allow you to tailor content specific to your clients’ needs.
Broadridge Concept Pieces
provide a high-level overview of topics and planning ideas.
Broadridge Case Studies
concisely present an overview of a financial topic or planning concept.
Broadridge Calculator Presentations
can be used as a standalone resource or as a calculator presentation.
Broadridge Resource Centers
bring together resources around common client issues.
