Wanted:
Successful Financial Advisors To Speak At Local Companies
For more than two decades, Emerald Publications has assisted financial professionals in developing successful seminar marketing events. One of the main presentation channels (and what we consider a "sleeping giant") for seminar marketers is "co-sponsored" events — those conducted at the worksite. Until now, the challenge for our clients has been finding an appropriate sponsor, approaching the company for a sponsorship, and closing the deal.
When Emerald met with the Heartland Institute, we realized that their program, in conjunction with our seminar marketing systems, would be the perfect solution. Not only does the Heartland Institute offer the Certified Financial Educator designation, but it also networks with companies all over the country to help advisors find qualified worksite sponsors. Just in the past couple of months, dozens of them have asked Emerald to provide an authorized instructor!
Worksite marketing takes hard work and additional training. Worksite marketers must invest time to understand the market, follow industry best practices, and learn how to work with companies that are reaching out for financial guidance.
How much can you expect to pay for this tremendous opportunity?
Advisors conducting public workshops will spend on average $4000 for a seminar presentation and $4000 for each direct-mailing to fill the seats. With the Heartland program you pay a one-time fee for the CFE designation, 3-day training, company registry, and seminar presentation.
Please contact an Emerald Seminar Consultant for more details and a cost quote at
(800) 233-2834.
How do you get started?
Fill out the information on the attached form and an Emerald Consultant will call you in 24 hours to discuss this tremendous investment.
Don't see a city close to you on the partial listing? Don’t worry. Not only do we have dozens of others not listed, our program includes finding a company for you! Call Emerald's Seminar Marketing Consultants and ask how you can participate in our worksite program and how quickly we can place you in a local company.
This list represents a partial list of cities currently seeking financial education:
- Anchorage, AK
- Chandler, AZ
- Dixon, CA
- El Monte, CA
- Moss Landing, CA
- Palo Alto, CA
- Sacramento, CA
- San Jose, CA
- Sunnyvale, CA
- Stanford, CT
- Washington, D.C.
- Tampa, FL
- Atlanta, GA
- Augusta, GA
- Tucker, GA
- Indianapolis, IN
- New Albany, IN
- Boston, MA
- Cary, NC
- Albuquerque, NM
- Cleveland, OH
- Feasterville Trevose, PA
- Houston, TX
- Richardson, TX
- Rowlett, TX
- Ashburn, VA
For a full list of cities, please contact Emerald today!