Coming in 2018: Financial Educator Workshops

Dec 5, 2017 / Amanda Chase, Horsesmouth Editorial Assistant

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.

Horsesmouth Editor in Chief Sean Bailey has 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. 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. Now they’re reaping the benefits of following their smart, repeatable strategies.

That’s why we're inviting you to spend two days with us in San Francisco or Atlanta, 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.

This workshop is ideal for financial professionals looking to build a smart marketing system, advisors who want to forge a new brand and position themselves as Financial Educators, and totally experienced Financial Educators who are looking to improve and sharpen their approach, as well as share their wisdom and insights.

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 2018 Marketing Plan.

For more information, and to register today, go to


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