The Complete Financial Management Workshop^®

Successful Worksite Co-Sponsored Seminars Begin with The Complete Financial Management Workshop

For more than two decades, Emerald has assisted financial professionals in developing successful seminar events. One of the main presentation channels (and what we consider a "sleeping giant") for advisors 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 prospecting 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.

View Samples

Presentation

Workbook

Image List

System Features

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

CFMW includes everything you need to get started

• 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