Turnkey Financial Education Workshop Offerings
Empowering financial professionals to be positioned as local thought leaders and engage with consumers in a sales-free, educational environment.
Providing a teaching experience that works for you
LeadingResponse provides two distinctive educational workshop programs designed to assist financial advisors in educating consumers within their markets. Both programs offer top-notch content and yield strong client acquisition results. However, each approach carries its own distinct advantage. This enables you to select the educational platform that best fits your ideal client profile, business objectives, and marketing priorities. Additionally, consider incorporating these programs into your financial advisor seminars for enhanced client engagement and education.
If you are looking for an easy to use, turnkey system to help build trust with classrooms of motivated prospects and take your financial business to the next level – this is the avenue for you.
A brief overview of each financial advisor educational program:
Partnering with the American Financial Education Alliance (AFEA), LeadingResponse offers financial 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:
- Library of 30-90 minute workshop topics and supporting content
- 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
Turn-key 2-day financial education course, typically held at local university, community college, or other learning institution. This 6-hour class covers modern day foundations of successful retirement planning, e.g. risks to avoid, wealth distribution, investments, Social Security, healthcare costs, Social Security & retirement income, taxes and estate planning.
Program details include:
- Course curriculum including 224 slides of scripted presentation materials
- Training videos on course instruction and best practices
- Attendee workbooks, study guides, quizzes, and more
- Promoted directly under advisor’s brand
Partnering with the American Financial Education Alliance (AFEA), LeadingResponse offers financial 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:
- Library of 30-90 minute workshop topics and supporting content
- 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
Turn-key 2-day financial education course, typically held at local university, community college, or other learning institution. This 6-hour class covers modern day foundations of successful retirement planning, e.g. risks to avoid, wealth distribution, investments, Social Security, healthcare costs, Social Security & retirement income, taxes and estate planning.
Program details include:
- Course curriculum including 224 slides of scripted presentation materials
- Training videos on course instruction and best practices
- Attendee workbooks, study guides, quizzes, and more
- Promoted directly under advisor’s brand
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Resource Center
We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.
Resource Center
We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.
Podcast
Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.
Podcast
Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.
Client Testimonials
We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.
Client Testimonials
We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.
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