Do You Want New Clients? Show Your Prospects That You Are the Go-To Expert!
A major challenge for financial advisors is establishing trust and credibility, but we have the solution your business needs. Boost your sales by becoming a trusted educator and industry leader in your area through one of our two educational workshop solutions.
This is the secret sauce of Educational Workshops!
They afford the ideal opportunity for advisors to educate prospects with highly curated content and showcase their financial expertise. Since the biggest obstacle to winning over prospective clients is earning their trust and establishing credibility, Educational Workshops are an absolute game-changer!
60% Appointment Rate
$2.1M Total Premiums Collected
$278k in Commissions
"With LeadingResponse, I now have a growing practice with a predictable marketing plan and a proven system that, as long as I follow it, I am confident more success is inevitable."
– Financial Advisor, Texas
66% Appointment Rate
$2.5M Total Premiums Collected
$134k in Commissions
Plug-and-play presentations & follow up materials
Amplify your credibility
Meet more consumers
Avoid the costs of food or other incentives
Become a trusted instructor
Non-Profit Educational Workshops
Choose from a variety of topics that you would like to present! The best part: all the content has been created for you. You just need to pick your topic, schedule your dates, and book a venue. This approach requires that you operate under AFEA (American Financial Education Alliance) brand and the non-profit process.
Direct Educational Workshops
For more in-depth workshops, offer a two-day consumer-focused retirement course at a local library, university, or community college. The 5-hour course curriculum is broken into two evening sessions, allowing you ample time to educate and build the confidence prospects need to engage for financial guidance afterward.
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Scott BrewerNational Sales Consultant
Scott 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 KasprzykBusiness Development Manager, Financial
Scott 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 HlavaNational Marketing Consultant
Lisa 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. BardoSenior National Marketing Consultant
Part of the LeadingResponse team since 2012, Quentin has helped hundreds of financial professionals and healthcare practices get in front of their ideal prospective clients.