Frequently Asked Questions

Who Should Attend:

  • Registered Representatives and Financial Planners
  • General Agents and Branch Managers
  • Regional Managers
  • Marketing Specialists

    . . . who are considering using financial education seminars.

    . . . who are experienced seminar marketers but want to diversify and improve their marketing methods.

The processes, strategies, and techniques you will learn in this one-day workshop can be used with financial educational seminars of any kind!

What You Will Receive:

  • A full-day of interactive learning
  • Comprehensive training workbook
  • Continental breakfast and lunch
  • A repeatable, systematic process to build your practice!

Fast-Track to Master Seminar Marketing

Advantages of Worksite/Organizational Marketing

What Advisors Have Accomplished

How to Register

Contact us for more information or to register.

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