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.
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