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, 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
Pre-retirees & retirees audiences
Local universities & community centers
Targeted digital & social ads on consumer websites
'Retire Right Workshops' branding
Advisor creates and provides seminar materials
Consumer-facing website and digital promotion for invites
Advisor Branded Workshops
Pre-retirees & retirees audiences
Local universities & community centers
Targeted digital ads, email, and social media via advisor's brand
Marketed with the advisor's branding
Advisor creates and provides seminar materials
Choice of digital marketing or direct mail marketing
Non-Profit Workshops (AFEA)
Pre-retirees & retirees audiences
Local universities & community centers
Direct mail campaigns to reach a high-intent audience
Marketed with the AFEA brand
AFEA creates and provides seminar materials
Effective direct mail outreach for invites
Happy Clients
Projects
Support Hours
Hard Workers
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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Read MoreTeam
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.
