Who We Are
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The biggest challenge for financial advisors is building trust and credibility with potential clients. What if you could do both while positioning yourself as an industry expert?
Our Non-Profit Educational Workshops are a proven way to connect with high-quality prospects and grow your business. Partnering with the American Financial Education Alliance (AFEA), these turnkey two-day workshops are held at local universities or community colleges, giving you the platform to educate, engage, and establish meaningful connections with your audience.
Our Non-Profit Educational Workshops are a proven way to connect with high-quality prospects and grow your business. Partnering with the American Financial Education Alliance (AFEA), these turnkey two-day workshops are held at local universities or community colleges, giving you the platform to educate, engage, and establish meaningful connections with your audience.
Educational workshops establish you as a trusted educator, not just a financial professional.
Personally interact with prospects in a credible, non-sales setting.
Attendees are pre-qualified, motivated, and interested in financial guidance.
Happy Clients
Projects
Support Hours
Hard Workers
What’s Included in the Workshop Curriculum?
Each session is designed to educate attendees on critical aspects of retirement planning.
Key retirement ages & milestones
Healthcare planning & retirement income strategies
Managing risk & understanding retirement challenges
Social Security optimization & tax planning
Principles of investing & asset allocation
Estate planning essentials
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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.
Why Financial Advisors Choose This Program
Our turnkey solution provides everything you need to host a successful educational workshop, including comprehensive marketing support tailored to reach your ideal audience, access to a nationally recognized non-profit partner in financial education, and a streamlined setup that lets you focus on building relationships.
These workshops aren’t just events—they’re opportunities to stand out, build trust, and secure lifelong clients. Take the first step toward transforming your practice with turnkey workshops designed for exponential growth.