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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!

Results Our Clients Love


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

Happy Clients


Support Hours

Hard Workers

Become a Trusted Educator and Industry Leader

Plug-and-play presentations & follow up materials

Amplify your credibility

Meet more consumers

Avoid the costs of food or other incentives

Customized planning

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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Our hard working team

Scott Brewer

National 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 Kasprzyk

Business 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 Hlava

National 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. Bardo

Senior 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.


Recent posts form our Blog

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Ready to become a trusted instructor, meet more prospects, establish your credibility, and take advantage of plug-and-play presentations and material? We’ve got your back. Plus, when you partner with LeadingResponse, you get a dedicated account representative and personalized guidance from day one, access to our client portal, Hub, for the data you need to grow your business, and robust audience targeting to ensure the best prospects, every time.

What are you waiting for? It’s time to get smart with Educational Workshops. Let’s get started.