What If You Could Add $5 Million, $10 Million, or Even $20 Million in New Assets Every Year…Just by Teaching Prospects Important Financial Planning Concepts?

  • Did you know that some financial advisors are among the highest paid teachers in the world?
  • What’s the number one way to build your business in 2017 and beyond?

 

 

 

Dear Advisor:

A couple of years ago I met an advisor who had a record year putting on small, inexpensive workshops focusing on Social Security and Medicare.

He pulled in $10 million in new assets under management the first year. A very decent number, but not eye-popping.

But he learned a few things along the way and realized if he did more events the way he did the first group, his business would grow.

So he worked with his team. They focused on all the nitty-gritty details associated with putting on an educational workshop. And they expanded to a community about 30 minutes away.

The next year he pulled in $16 million in new assets.

This year, his success is even better. He’s on track to pull in $24 million in new assets.

Now here’s a really important point. This is not a fluke. He’s not a superman.

I’ve met dozens of advisors over the last few years from every part of the country and they’re all getting fantastic results “teaching” the public about important financial planning topics—anything from college planning and cybersecurity to IRA strategies, Social Security and Medicare.

They all have their own unique approaches, too. But they also share something in common. They’ve created a system, a process, for their business that is easily repeatable.

They’ve trained their teams to support them. And they’ve gotten out there and executed their strategies as “financial educators,” month after month. And now they’re reaping the benefits of following their smart, repeatable strategies.

Use this unique opportunity to develop your 2020 Financial Educator Marketing System. Join us for this intensive two-day experience…

Introducing the “Financial Educator Marketing Workshop”

Anyone can organize a one-time client event or workshop. But it’s entirely different to build a full-blown marketing and prospecting system that creates a steady stream of incoming prospects motivated to work with you for years to come.

That’s why I’m inviting you to spend two days with us diving deeply into all aspects of being a Financial Educator.

We’ll examine all aspects of building your business and reputation as a financial educator: Picking your topic, developing your strategy, choosing the right venue, selecting the right marketing that fills seats, organizing a compelling and effective “classroom” for your attendees, delivering a compelling introduction, engaging your audience to create personal connections,  priming your attendees to view you as a credible expert, closing your workshop in ways that fill your appointment book, following up systematically so you and your team can effectively on-board new clients, and then repeating the entire process.

Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

Who Should Attend?

This workshop is ideal for three types of people:

  1. Financial professionals, seasoned or new, who want to build a smart marketing system that will keep their calendar filled with appointments from motivated prospects who’ve attended their workshops or classes and want to meet in your office to learn more, including doing business together.
  2. Advisors who’ve never regularly presented on financial topics in their community but who want to reach beyond any past workshop/teaching experience to forge a new brand and position for themselves as a Financial Educator
  3. Totally experienced Financial Educators who are looking to improve and sharpen their approach and enjoy sharing their wisdom and insights on succeeding by teaching the public about important financial topics.

Workshop Goal

After two days of intensively examining how advisors succeed as Financial Educators, you’ll leave with a clear plan of what to do when you get home to start executing your 2020 Financial Educator Vision.

Here’s more of what the workshop will cover:

The Key Success Principles of Advisors Who Teach the Public and Position Themselves as Financial Educators

The difference between success and failure in workshop-based marketing comes down to a few key principles. Some relate to presentation style. Others, marketing. But the most important ones relate to your attitude. You'll learn…

Why smart advisors never outsource their presentations…

Why platitudes like "don't do workshops on Saturday" and "leave Wednesday alone, that's church night" interfere with your success…

The secret to banishing audience skepticism about financial advisors within two minutes of starting your presentation…

How to bridge between the workshop and a face-to-face meeting without stooping to "bait-and-switch" tactics…

One advisor's masterful tip for building rapport with his audiences. Hint: You need to give them something before the presentation begins, and it works best with smaller groups…

How to stay top-of-mind for attendees even after your workshop is over…

The secrets of storytelling, and how it brings your presentation to life so attendees DEFINITELY want to meet with you one on one…

Did you know that when you start out teaching financial education in your community, you’ll use certain tactics that will be the complete opposite of the ones you use AFTER you’ve established yourself as the go-to financial educator? Learn the power of both approaches…

Workshop success is all about filling the maximum number of seats, right? Think again. There's a much more important measure of success…

In this digital age, your best resource for workshop attendance is the Internet. Right? Not always.

Where to Meet and Teach the Public: The Location Conundrum

Advisors have found success in many kinds of venues: from fancy steakhouses and country clubs to fire houses and car dealerships. There's no absolutely perfect place; the smart financial educator will pick the venue that best serves his goals. You'll learn…

The most popular locations for classes so you can decide which fits your style…

Why it's not all about the type of venue. In fact, that's not even the first concern. You can make this work anywhere, if you follow tried and true rules…

How one advisor transformed his business by doing a high-volume of workshops at the library…

…and how another advisor's wide-ranging marketing strategy drives attendees to a Hilton hotel for coffee and donuts on a Saturday morning...

Serving food actually makes sense for some strategies. But did you know there’s an easy way to knock 10-15% off your food costs by following one simple rule?

WARNING: Teaching in an actual classroom may be ideal for you. But some ways are MUCH BETTER (saving you time, money and energy) than others. We'll cover the approaches of some of our veteran advisors…

Is your public venue—a library or school—hesitant to bring in a financial professional because of bad past experiences? Here's how to overcome that hurdle…

Finally, learn to use a detailed checklist for helping you choose the right place for you…

Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

Hot Financial Topics That Motivate Prospects to Come to Your Class and Your Office

The secret to using your topic—whichever you choose—to pivot to eventual face-to-face conversations with workshop attendees...

How to answer a big strategic question: learn the merits of using one vs. multiple topics…

Courting the lucrative pre-retiree niche? 10,000 Baby Boomers are retiring every day, and most of them are completely ignorant about several major retirement topics…

How to reach a younger crowd on a topic that always gets their attention—and their parents and grandparents, too…

Why is nobody in your community leading the charge to defend people, families, businesses, and governments from the exploding cyberattacks hitting everyone? This is where you come in…

Many people work past age 65, when they should sign up for Medicare. They think it’s okay but often make extremely serious and expensive mistakes about their plans for retirement health care…You can help them.

Crowd size doesn’t always matter. There’s one type of retirement planning workshop that will draw LESS attendees than others. But when they come into your office, you’ll be amazed at the size of their portfolios…

Smart Workshop Marketing ROI: Getting the Right Attendees at the Right Cost

You’re not a professional marketer—you’re a financial educator. So what’s the best way to ensure you get a steady stream of good attendees at your workshop? You'll learn:

Select the right demographics for your marketing so the best and most suitable leads attend your workshops…

To find the right marketing vendors to reach the prospects you need. Hint: Cost isn't the first concern…

How to understand the role direct marketing copy plays in getting people to decide to attend your class…

How to know good copy when you see it and use it your advantage…

What’s the best way to handle RSVPs for your workshops and other events? There’s more to it than just getting their contact information.

The Business-Changing Power of Running an Integrated Marketing Campaign to Build Your Financial Educator Reputation

Being a leading Financial Educator in your community is about more than just teaching prospects. Your workshops are one leg of your larger marketing stool. We'll show you how to use other forms of media to position yourself as the “go-to financial educator” in your community. You'll learn:

Why traditional media exposure still works and how to get more of it for you as financial educator…

How best to pitch your story to reporters and producers—straight from a veteran journalist…

How one advisor uses radio to drive traffic to his workshops from all over his state…

…and how another advisor uses radio as part of a "5-Part Domino Marketing" system to "warm up" the community even before he asks them to attend a workshop…

How to write a short “pitch” email that will get local reporters and producers to interview you…

How to structure an interview for maximum effect—whether it's in the news, on TV, on the radio…

How your peers are using video to good results and the associated "do's" and "don'ts" of getting in front of the camera…

Learn the fundamentals of presenting yourself on camera and start crafting the impression you want to create…

Create a Web and Social Media Presence That “Clicks” With Your Target Audience

What's the first thing people will do when you invite them to one of your workshops? If you're lucky, RSVP. But most people will Google you before doing anything else, and you should make sure they like what they see. Learn:

The secrets of polish: Spotting winning taglines, bios, photos, LinkedIn profiles and more…

The story of how one advisor uses Facebook advertising to build a list of qualified leads for his Social Security workshops…

Professionals should stick to LinkedIn, right? Not at all. While you should have a LinkedIn, other social media outlets have superior relationship-enhancement abilities…

How webinars and podcasts can supplement your workshop marketing, and how to do them right…

How smart advisors use newsletters to leverage and expand their online presence and reaffirm their value to clients and prospects on a monthly, weekly and even daily basis…

How to budget and set a Facebook campaign…

Videos: More and more, social media content marketing is becoming about being in front of the camera. Learn how to make a good video…

How to use Facebook for FREE to build a strong relationship with your community and leverage that position for workshop attendance…

The Art and Science of Delivering of Compelling and Persuasive Presentations

It's not all about being a good speaker. A lot of thought needs to go into other, easily overlooked factors. You'll learn:

How to evaluate the layout and location of your presentation room, getting the best value and ensuring everything goes smoothly…

How the best presenters set up their rooms to ensure maximum audience engagement…

What you need to give to attendees to help them digest your material in an engaged and informative way…

How to open your presentation and answer an important question lingering in the minds’ of you audience…Answer it right and it’ll separate you from the competition…

How one advisor spun some of the worst disasters to befall his practice into wonderful stories to illustrate his points throughout his presentation...

How to pivot seamlessly from your presentation's subject matter to one-on-one meetings with your attendees AND reduce your audience’s anxiety about meeting you…

The art of closing your presentation so attendees feel connected, motivated, and unpressured to meet you and your team…

Workshop questions: How to handle them successfully when you’re a beginner and how to use them to your advantage when you’re a seasoned financial educator…

The trick for turning challenging questions into a perfect business opportunity. We'll show you how this is done…

How smart presenters set first-meeting expectations at the workshop itself, and they do it without breaking the flow of the presentation…

How to get 100% completion on your workshop feedback forms…and ensure you get valuable feedback from your attendees…

Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

Keys to Being a Memorable and Dynamic Speaker

You want your presentation to look effortless and natural. Doing this well requires practice and a self-conscious, self-disciplined mindset. You'll learn:

How to modulate your voice to maintain audience interest throughout…

How facial expression, eye contact, and other things you don't actively think about contribute to whether people trust you—and what to do about it…

How your motion across your “stage” engages your audience—or distracts them, if you're not careful…

The right way to use PowerPoint and other visual aids to inform your talk...

How to leverage Dale Carnegie's three-part "speech triangle" of logos, ethos, and pathos, so you’re fully connected to your audience…

How to uncover—and tell—great stories to ramp up your presentation's emotional impact...

Exercises you can do to get better at public speaking—without taking too much time away from your practice…

Don't think public speaking is for you? Think again. Learn how one advisor went from "nervous wreck" to "presenting to huge crowds dozens of times a year."

The secret to beating fear is to turn it off, right? False. Fear is a powerful human motivator, and you can make those butterflies in your stomach work for you…

"Body language" may as well be a whole different language. Learn how your position, posture and gestures work together to create the audience's impression of you…

Fun ways to keep practicing and building your powerful speaking muscles…

Presenting to CPAs, Attorneys and Other Strategic Allies

Professional referrals constitute up to 20 percent of new business for advisors. Your strategic allies need and want to learn about the topics you’re presenting to the public, too. Building your reputation as a Financial Educator will work with them, too. You'll learn:

How to start cultivating CPA relationships by delivering powerful and informative continuing education (CE) …

How to use workshops to "discover" the other professionals in your clients’ lives…

How to schedule and budget your speeches and workshops to respect the time of your fellow professionals. (Note: Time management is critical in all speaking engagements, but has special significance here.)

Learn the full array of CPE-certified presentations you can deliver to CPA attendees and how to use those resources efficiently and effectively…

One advisor's story on how she impressed so many CPAs, they actively invite her to present to their clients…hear the story of how she did it...

And how another advisor got a large firm to agree to send their entire team to her presentation…

And how yet another advisor successfully presented to an entire organization of CPAs in his home state, and has enjoyed tremendous referrals as a result…

Don't think there are enough CPAs and related professionals in your community? You're probably looking in the wrong place. Here's how to find them…

Do you network with every professional you can? If so, you're doing it wrong. Quality over quantity with these relationships…let's talk about building that quality.

The All-Critical Follow Up: Converting Workshop Attendees into Clients

Marketing guru Gary J. Stern describes marketing as "giving up something of value in exchange for something you need." A generous donation of your time to your attendees after the workshop will have real returns for you—if you do it right. You'll learn:

When to book appointments at the workshop, and what NOT to do…

Should you really invite people in for a FREE meeting? Or should you charge for your valuable time?

How to overcome audience reservations about meeting with you—we'll study our best advisors' approaches to booking appointments...

How to run first meetings that are genuine, productive, and put you on the path to minting new clients…

How to keep prospects engaged while keeping sales pressure off--and our most successful advisors agree—better that pressure stays off…

How to ensure that workshop attendees bring their critical first-meeting information in to your appointment...

How one advisor offers a full-service "Free Financial Physical" to his workshop attendees, addressing issues which surpass even the scope of his class...

…and another advisor's system for tailoring the first meeting to the prospect's specific needs…

Your first meeting approach may vary depending on your choice of topic, true. But the secrets of bridging to the larger financial conversation remain fairly constant…

How to use your web presence to stay top-of-mind to your students…and how we can help.

How to Collaborate with Your Team to Keep Your Financial Educators Workshops Producing New Clients

In order to enjoy steady, consistent growth as a Financial Educator, you need the full support of your team, as they’ll help you on the front and back ends of the process. You’ll learn:

Key things your team must do 8-10 weeks before any event…

Integrating your team into a custom RSVP process…

How to use “Key Tasks” scheduling worksheets so everyone is on the same page through the marketing cycle…

How your team can start working with prospects even before the event…

Proper roles for team members at the workshop…

Prepping materials for the workshop…

Key “must do’s” for the day of your workshop…

How to train your team to get best results scheduling one-on-one, follow-up meetings…

How to put your team to work with a special follow-up from people who initially decide NOT to come in for a meeting…One tactic produces four to five new clients per year!

Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

The Number One Way to Build Your Business in 2017 and Beyond…

Imagine it’s 2020, three short years from now (shocking, right?). You’ve spent the previous 36 months executing your Financial Educator 2020 Prospecting Vision.

You’re now more well-known and respected in your community than ever before. People have seen that you value teaching the public. They’ve become clients. They’ve attended your events. They’ve sent referrals your way. The local professional community knows you’re a key source for great continuing education presentations, too.

Your team is always busy—not crazy and out of control. Just steady and focused. You’re happy with some new people you’ve added, too. And you’re very pleased with new steady growth you’ve added to your business.

This is no pipe-dream. It’s happening right now for advisors across the U.S. There’s no reason it shouldn’t happen to you, too. Remember, success lies just beyond your comfort zone.

Presenters

Sean Bailey

Sean M. Bailey is the editor in chief of Horsesmouth. Over the last 18 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. The Financial Educator Marketing Workshop grew out of those conversations and the realization that advisors need help turning their technical knowledge about helping clients into a marketing approach that will help them help more people and grow their businesses.

   
Wendi Webb

Wendi Webb, MBA, is Horsesmouth's Director of the Advisor/Client and Advisor/CPA Marketing Programs and is the author of Rich Niche Prospecting. A former marketing director for a financial advisory firm, she has over 20 years of experience creating marketing and referrals campaigns aimed at high net worth investors, CPAs, attorneys, and financial advisors.

   
Michael Natalie

Michael Natalie is an associate editor at Horsesmouth, specializing in Social Security and Medicare. He’s interviewed dozens of advisors in the last two years about how they’re succeeding in their communities, positioning themselves as financial educators.

Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

10 Reasons to Attend Our Financial Educator Workshop

Because you’re ready to take your business to a new level of success where you have complete control over how many new clients you want to add each year…

Because you derive satisfaction and pleasure from teaching people important things they didn’t know about their lives and finances…

Because you want a steady, repeatable process for growing your business that your team can learn and use to support you in making it happen…

Because you want to fashion a new image and new positioning for yourself as the “go-to financial expert” in your community…

Because you’re tired of meeting people who’ve made terrible, damaging decisions with their personal finances that only make your job and the jobs of anyone else they work with, just that much harder...

Because you already teach Retirement Planning Today classes and you’re beginning to think multi-night sessions that add up to six hours of classroom time may be too exhausting and overkill. You’re ready to consider different, more efficient ways of reaching and teaching prospects…

Because you’re looking to add steady annual asset growth to your business in the range of $5 million to $10 million a year. The new assets will boost profitability and help you get a better price when you sell your practice down the road...

Because you’re looking recharge, revitalize, and reinvent how you do business and being a “Financial Educator” sounds like exactly the right approach…

Because your clients will appreciate your commitment to financial education, attend your events, and even bring friends and family…

Because if you want to learn something, you can read about it, but if you want to master something, you teach it!

Cancellation and Refund Policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

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Financial Educator Marketing Workshop
Atlanta, Georgia
February 9-10, 2017

 

Register

 

FOR INSTANT SERVICE: Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760

 

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