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