Empower Your Firm with
LeadingResponse offers three distinctive educational workshop programs to assist financial advisors and estate planners with opportunities to connect, grow, and educate consumers within their markets. Each program is tailored to help you educate motivated consumers and yield strong client acquisition results.
Explore Our Three Workshop Options
Advisor Branded Educational Workshops (Seminar Connect)
If you want to elevate your personal brand and establish yourself as the go-to expert in your community, this is the solution for you.
With LeadingResponse’s Advisor Branded Educational Workshops, advisors deliver their own created and branded presentations to engage prospects in a professional and personalized setting. Workshops can be conducted in-person or virtually, giving you flexibility to meet your audience where they are.
Program details include:
- Held in neutral and collaborative environments, like community colleges, libraries, and community centers.
- Expert guidance and support from our marketing consultants
- Targeted digital promotions or direct mail campaigns are designed to attract and engage prospects in your area, ensuring you reach the right consumers with the right message.
Non-Profit Financial Educational Workshops
If you are looking for an easy-to-use, turnkey solution to help build trust with motivated prospects and take your financial business to the next level – this is the avenue for you.
Partnering with the American Financial Education Alliance (AFEA), LeadingResponse offers advisors the ability to offer a variety of curated presentation content via webinars or live workshops, typically held at a local library, college, or community center.
Program details include:
- Advisors can choose from a library of 30-90 minute workshop topics, including supporting content
- LeadingResponse Marketing Consultants provide advisors with hands-on support with venues, marketing, strategy, and more
- Cost-effective non-profit marketing discounts
- Promoted under the AFEA brand, leveraging the non-profit affiliation
Compare Our Solutions
