Build You Client Base Through Education

We offer you access to meet qualified prospects by positioning you as an educator in your community and field.
Start With Synergy

We locate local companies and organizations, on your behalf, who are interested in providing financial workshops for their employees.

We allow you to do what you do best; provide sound financial advice, build relationships all the while growing your practice with a new client base.

We take the hassle out of traditional seminars for you; no mass mailings, no room rentals, no catering. We simply find you the interested companies, provide you with the workshop material and match you both.

Realist Expectations

Keeping the Program 110% transparent!

Reasons why you may be a perfect fit for the program:
  • Love educating groups and helping community
  • Looking for positive community exposure
  • Comfortable at public speaking
  • Looking to build client base through relationships
  • Cost effective approach
  • Do not want to pay for dropping mail or feeding attendees
  • Looking for prospects genuinely interested in learning
  • Want to be viewed in the community as an educator rather than a salesperson
Reasons why you may not be a fit for the program:
  • Prospects may not be your “target client” (not all are seniors)
  • Population of the advisors area will dictate how specific we can connect you to desired industries
  • How well the advisor connects with the audience will dictate appointment ratio from the workshops
  • Not every company you are connected with will move forward with the workshops, it’s up to the your ability to build relationships (average ratio is 70%)
  • This is not a quick lead system, this is long term marketing built on relationship building
  • You need to be flexible on scheduling to accommodate the company’s needs

Get in touch with us!

Like what you see? Connect with us and we will provide you with
the resources, expertise and service to be successful.

Request Your Free Quote