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:

Non-Profit

Direct



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

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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: