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Our Financial Representative Services
Financial Education can create opportunities for Financial Representatives. Learn how to utilize this tool for your practices.
Providing Financial Education creates opportunity for everyone.
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Financial Education Workshop Design
We provide you with a range of up to date financial education topic presentations along with presenter notes to assist you in the presentation process.
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Coaching
30 minute Zoom sessions providing you with guidance and coaching to help you understand the workshop materials and how to present them.
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Initial Employer Meeting
A representative will partner through the introductory meeting with potential companies to secure Financial Education Workshops.
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Presentation School
A full day in-person instructional course that will fully prepare you to present a Workshop from start to finish . This will cover presentation techniques for the Introduction, Conclusion, and Polling.
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Invitation and Registration
We handle the complete workshop invitation and registration process. This is conducted through email invitation with integrated Zoom Meeting registration.
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Registration List and Sign Ups
A comprehensive list of the people registered and attendees.
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Reminder Email
Email notifications are sent directly to registered individuals and/or organizations to attend the workshop.
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Workshop Statistical Analysis
This includes organization, analysis, and presentation of data collected through the poll survey conducted during the workshop. This analysis can be used as feedback for yourself and feedback for the employer to solidify the effectiveness of your workshop.
What Do We Provide You the Financial Representative?
