Educational workshops ranks as one of the most effective way to gain clients.
Client acquisition is the top priority and toughest challenge for 94% of advisors, according to our recent study.
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.
Become a Trusted Educator and Industry Leader
Retire Right Workshops
Perfect if your target audience is retirees and pre-retirees.
Hold your event at a local university or community center.
Branded under the Retire Right Workshops brand.
Advisor must create and provide their own seminar materials.
Event promotion includes a consumer-facing website and digital marketing.
Advisor Branded Workshops
Perfect if your target audience is pre-retirees and retirees.
Hold your event at a local university or community center.
Branded under the advisor’s personal brand.
Advisor must create and provide their own seminar materials.
Choice between digital marketing or direct mail marketing for event promotion.
Non-Profit Workshops (AFEA)
Perfect if your target audience is pre-retirees and retirees.
Hold your event at a local university or community center.
Branded under American Financial Education Alliance
All seminar materials are provided by AFEA and ready to use.
Event promotion includes direct mail marketing.
Happy Clients
Projects
Support Hours
Hard Workers
Become a Trusted Educator & Industry Leader
Become a trusted instructor
Use our presentations or your own
Amplify your credibility
Highly targeted audience
Attract more high-quality clients
Use direct mail, digital, and social media
Rise to the challenge and grow your business with Educational Workshops.
Whether you choose to partner with a trusted non-profit, create personalized branded workshops, or leverage a national platform to expand your reach, we have the ideal solution to fit your goals. It’s time to take the next step and learn more!
Match Me with the Right Workshop
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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.
