The Complete Financial Management Workshop

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The Complete Financial Management Workshop®

The prospects and clients you are looking for are in the workplace and waiting for you to help them with their financial concerns and future. Corporations throughout the US are in a battle to acquire good talent. To remain competitive they must attract and retain the best employees. Companies are aware that providing employees with financial education will enhance the employees overall experience at work with the company and help them win the war for talent!

For more than two decades, Emerald 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. Without an in-depth training program, coupled with a powerful seminar presentation, financial professionals would often give up before they got started.

The Complete Financial Management Workshop (CFMW) system comes with all the tools you need to plan, promote, present, and follow up on a successful worksite marketing program. The comprehensive format allows for maximum flexibility, allowing you to present anything from brief, single-session "lunch and learn" presentations to full-length, two-day financial workshops. It lets you reach a large and virtually untapped marketplace with one dynamic system.

System Features:

  • 298 contemporary, full-color images with sourced, easy-to-master presentation scripts
  • 175-page, 4-color interactive workbook. (1 included with system purchase)
  • Six multi-component marketing campaigns on CD-ROM targeting prospects and clients
  • 112-page, step-by-step marketing manual
  • System updates
  • FINRA reviewed

CFMW includes everything you need to get started today:

  • Employer presentation
  • HR presentation
  • CFMW preview presentation
  • 40-page Obtaining Corporate Sponsors manual
  • 1½ day worksite training
  • Marketing campaigns including:
    • Approach letter
    • Flyer
    • Email invitation
    • Statement stuffer
    • HR Campaigns