At LeadingResponse we offer three distinct educational workshop solutions designed to help advisors connect with their ideal clients. Whether you prefer the credibility of a trusted non-profit partner, the personalized touch of advisor branded, or the broad reach of our Retire Right platform, we provide the tools and support you need to succeed.
Each workshop solution offers unique benefits to align with your goals and target audience.
Each workshop solution offers unique benefits to align with your goals and target audience.
Educational Workshops
Which Solution is Right for You?
Retire Right Workshops
Perfect if your target audience is retirees and pre-retirees.
Hold your event at a local university or community center.
Branded under the Retire Right Workshops brand.
Advisor must create and provide their own seminar materials.
Event promotion includes a consumer-facing website and digital marketing.
Advisor Branded Workshops
Perfect if your target audience is pre-retirees and retirees.
Hold your event at a local university or community center.
Branded under the advisor’s personal brand.
Advisor must create and provide their own seminar materials.
Choice between digital marketing or direct mail marketing for event promotion.
Non-Profit Workshops (AFEA)
Perfect if your target audience is pre-retirees and retirees.
Hold your event at a local university or community center.
Branded under American Financial Education Alliance
All seminar materials are provided by AFEA and ready to use.
Event promotion includes direct mail marketing.
Happy Clients
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Features
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Ready to Grow?
Download our guide today to learn more about each solution, the unique benefits, and how you can start using educational workshops to attract high-quality prospects and build lasting relationships.
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Services
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Our hard working team
Scott Brewer
National Sales ConsultantScott Brewer brings over 15 years of experience with LeadingResponse. He has experience in graphic design, art production, all aspects of printing, customer service management, and specializes in sales and marketing.
Scott Kasprzyk
Business Development Manager, FinancialScott Kasprzyk is a Business Development Manager & Marketing Consultant with more than 20 years’ experience in the industry. Specifically, in sales & marketing as well as other areas of practice development.
Lisa Hlava
National Marketing ConsultantLisa Hlava has been working in the advertising and marketing industry since 1993. Lisa joined LeadingResponse in 2016 after working at The Tampa Tribune for 18 years.
Quentin S. Bardo
Senior National Marketing ConsultantPart of the LeadingResponse team since 2012, Quentin has helped hundreds of financial professionals and healthcare practices get in front of their ideal prospective clients.
