Client acquisition is the top priority and toughest challenge for 94% of financial advisors, according to our recent study.
Educational workshops ranked second only to referrals as the most effective way to gain clients.
As trust and credibility become harder to earn, educational workshops offer a powerful solution. By sharing curated content, you can demonstrate your expertise, position yourself as a trusted industry leader, and build the credibility clients seek.
Educational workshops ranked second only to referrals as the most effective way to gain clients.
As trust and credibility become harder to earn, educational workshops offer a powerful solution. By sharing curated content, you can demonstrate your expertise, position yourself as a trusted industry leader, and build the credibility clients seek.
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
Projects
Support Hours
Hard Workers
Become a Trusted Educator and Industry Leader
Become a trusted instructor
Amplify your credibility
Attract more high-quality clients
Use our presentations or your own
Highly targeted audience
Market via direct mail, digital, and social media
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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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.
