Stand out from the crowd and build a deep connection with current and future clients with the Financial Educator Funnel System, and you can earn 20 hours of general continuing education credits.

The Financial Educator Funnel System is designed to position you as an educator and expert and help you build a strong client referral system. This unique program shows you how to leverage financial literacy events, designed for youth and their families, into a growing client base.

You already know that seminar and webinar marketing is effective – especially with a unique topic that reaches clients when they need your service. Now you can combine this strategy with a very hot topic:  Financial literacy is still not taught in most schools, so you are able to give people skills that will positively change their lives while you grow your business.

You receive a complete turnkey system that helps you attract clients - when they need to make financial moves - while building a deeper connection with your current clients.  Capitalizing on the hot topic of youth financial literacy, this system shows you how to host youth financial education events for students and their family members.

During your 90-minute presentation, you provide practical financial knowledge on important financial education topics like: credit, savings plan, investment basics, budgeting, skill training and financial goal-setting.  Plus this entire time, student and parent participants are engaged in activities that get them thinking about their finances.

We provide you everything you need to look like a pro the first time you put on this event.  From presentation material to marketing material and follow-up strategies – we have you covered.

Although this system can work well with a variety of age groups, the parents of students going into college can be highly profitable. During this transition time, parents need  a trusted person to guide them through all the financial decisions they are making.
 
Demographically, parents of college-bound students have a higher net worth, higher earning power and are more financially savvy than parents of students who don’t finish high school. Plus, this is a point when many people start to plan (or worry about) retirement.

For college planners, this event is a great way to get another meeting with your clients and show them that you are truly concerned with their success.  You’re helping them afford college and empowering them with financial skills that will benefit them throughout their lives.

By following our step-by-step system, you can quickly and effectively build a large client base that will also provide you a lot of referrals.  The overwhelming majority of people will feel comfortable giving you immediate referrals for this workshop.

Outside of my immediate network, my mail box has been filled with direct mail pieces from financial planners with very similar marketing. And I think most of us already know most of this industry markets in very similar ways - it’s easy to get lost in the crowd. 

On top of that, most planners did not have a good referral system in place to attract high quality prospects -- all of which affects our bottom line as a financial planners. 

We put together this system so we can spread the message of financial literacy while we provide you all the tools you need to rapidly expand your book of business. 

Although you can market this in the traditional ways (direct mail, internet marketing, etc.) , the Financial Education Funnel System gives you more options.

We show and provide you everything you need to form strategic relationships, gain media coverage and build a strong referral base. 

With our strategic relationship system, your partners will actually spread the word about your event and get people to attend. They fill your seats!  You can literally market your event with no money invested ($0).

A common question we receive is, “Why can’t I just implement these partnerships now as a financial planner?”  These organizations don’t promote businesses, but they will promote causes and information that will truly help the people they serve prosper.  You have an important cause --financial literacy -- and a great topic that will truly help their clients.

With a few phone calls, some emails and marketing material (mostly prewritten emails and fliers that we provide), you can have an effective lead-generation source and a unique client relation solution that keeps them coming back into your office.

You can get started now by choosing the course that best meets your needs.  All of our programs are backed with a 30-day, 100% satisfaction guarantee and you will find that the Financial Educators Council’s training programs will give you the skills you need to move to the next level while you make a true difference in young lives!

By now, I’m sure you understand the many benefits you receive as a certified instructor. We thank you for your dedication to helping others avoid needless financial suffering while you accelerate your business and personal goals.

All of our programs are backed with a 30-day, 100% satisfaction guarantee and we look forward to welcoming you to the National Financial Educators Council’s family.  

Vince Shorb

PS: If you have a group of five or more, contact us directly and receive our bonus offers and discounted pricing.

The Stand Up for Financial Literacy Campaign and the National Financial Educators Council a partnership to educate today’s youth on practical money skills through collaborating with college planners and financial advisors.

Huntington Beach, CA:  Financial illiteracy has condemned many people to a life of debt and financial struggle.  The Stand Up for Financial Literacy campaign is a gathering of financial advisors and financial professionals with a shared goal of providing today’s youth a practical financial education.  The financial advisors, financial literacy campaign is designed to help today’s youth to successfully navigate the financial challenges that await them in the ‘real world’ through its partnership with National Financial Educators Council.

The national Stand Up for Financial Literacy Campaign is working with leading financial advisors, business professional and community leaders to bring the National Financial Educators Councils financial literacy services to youth across the country.   These financial education events are designed to educate, motivate and move students to take positive financial action. 

The National Financial Educators Council is calling financial advisors, college planners and financial professionals to volunteer to teach a financial literacy class in their community.  The Stand Up for Financial Literacy campaign provides a wide range of resources for financial advisors and others that are looking to empower our youth with financial literacy skills.

The NFEC’s turnkey financial education events feature celebrity videos, an easy to use delivery system and include all the resources that facilitators need to make a positive difference in their community.  

For certified college planner and financial advisors, teaching kids about money will prepare them for the financial real world.  When we financial advisors teach teens about money it’s important to focus on the experiences they want to have, places they want to travel and the people they want to help.

One of the college planners or financial advisors first goals when teaching financial literacy is to discover the student’s dreams and relate that to money.  For financial planners that teach teens about money in a way they relate to the experience can be rewarding.   When teaching teens about money one of the most important math lessons you can share with your clients is the power of ‘compounding interest’. 

As a certified financial advisor teaching youth about money, you can have a big impact on their future if you can show them how fast a small investment can add up over time.  When they realize that a small $100 investment made each month could grow substantially it gives them hope they can do the same.  When financial advisors are teaching teens about money with these practical financial literacy training plans will give your students, clients or children an advantage that most of their peers won’t have. 

“We are excited to partner with Money XLive and host financial education events that give today’s youth an exciting way to pick up practical money skills and entrepreneurship lessons,” states Sarano Kelley, founder of the Stand Up for Financial Literacy campaign.

The National Financial Educators Council, producers of Money XLive, provide training and support to college planners and financial advisors that want to share practical money management lessons within their community.  The Stand Up for Financial Literacy campaign will also help the community leaders give back to their community, build goodwill and make a true difference in the lives of their participants.

“The partnership with the Stand Up for Financial Literacy campaign will help us deliver financial workshops to families across the country,” states Vince Shorb founder of Money XLive.  “We are proud to partner with the Stand Up for Financial Literacy campaign and recognize their role in uniting the financial literacy movement.”

College planners, financial advisors and others that are interested in being a part of the Stand Up for Financial Literacy campaign and National Financial Educators Councils financial education events to their community can contact us.