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🌟 Episode 14: Unlocking the Power of Educational Workshops with Rhonda Wise 🌟

In this episode of The Fin Ed Show, we sit down with Rhonda Wise, a financial professional with over 20 years of experience and a family-run business, to discuss how educational workshops can transform your practice.

🔎 What You’ll Learn in This Episode:
✅ How Rhonda uses Medicare classes to funnel attendees into Social Security, taxes, and retirement planning workshops.
✅ The secret to building trust and long-term relationships through education.
✅ Preparing for upcoming Medicare changes and why advisors shouldn’t be afraid of them.
✅ Practical strategies for hosting workshops that fill your pipeline with qualified clients.
✅ Why creating a "well-rounded client experience" is key to retaining and growing your business.

🎯 Rhonda shares how her team strategically structures their workshops, builds rapport with attendees, and creates a consistent stream of residual income through Medicare services.

If you're looking to attract more clients, host impactful educational events, or gain insights into the evolving Medicare landscape, this episode is packed with actionable advice you won’t want to miss!

Katherine leads a compelling discussion with Cayla Dee Porter and Aleen Swofford, both Fin.Ed members, on the importance of financial education taught by women in a male-dominated space. They share their teaching experiences through programs like FFE and AFEA, emphasizing the need for personalized communication and impactful educational content. The speakers highlight the critical role of client engagement and trust-building in financial advising, stressing the value of understanding diverse age groups for a holistic approach.

Join Katherine, Kaeleen, and Sami as they delve into the pivotal role of financial education in corporate environments. Explore the benefits of leveraging financial education for businesses and employees alike, from enhancing employee morale to attracting top talent and improving overall well-being. Discover practical strategies for engaging with businesses and customizing financial wellness programs for employees. Gain insights into networking, engaging with HR departments, and customizing educational content to meet diverse employee needs. Tune in to unlock the power of financial education in the corporate world and discover how it can open doors to success, whether you're a seasoned advisor or just starting out.

Explore the pivotal journey from student to client. Dan, a successful retiree courtesy of decade-long AFEA member, Jeff Gibbens, shares his transformation and insights into our non-profit classes. Unveil the significance of a personal approach and one-on-one support, as we delve into the stories that make financial education a life-changing experience. Join us in deciphering the power of personal connections and the pathway from classroom wisdom to tangible financial guidance.

Dive into an engaging discussion on organizational growth, personal struggles, and finding equilibrium. Join The Fin.Ed Group as we chat with a special guest, unveiling the importance of trusting the process in business development and work-life harmony.

Jason L Smith, CEP, BPC

Jason L Smith, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of JL Smith Wealth & Tax Planning. To better fulfill this mission, he founded Clarity 2 Prosperity Enterprises, a professional network for financial advisors nationwide, Prosperity Capital Advisors, an SEC-registered investment advisory firm, and Clarity Insurance Marketing, a fiduciary friend insurance organization.

Additional Resources:

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Autumn's Edge

Holly, Teri, Kaeleen, and Katherine delve into the many advantages of conducting financial workshops in the fall season. Discover why this period offers unique benefits for both our members and eager participants.

Medicare Mastery

Katherine and Kaeleen engage in a compelling conversation with Roger Luchene, a seasoned member and instructor of our organization. Roger shares his remarkable journey in mastering educational workshops, particularly in the realm of Medicare, offering invaluable insights into his workshop success story.

Justin Jenkins

Louisville & Elizabethtown, KY

Member since 2016 (7 years)

Taught 166 classes

Don Chamberlin

St. Louis, MO

Member Since 2015 (8 years)

Team of 5

Taught 450 classes

Jeff Gibbens

Erie, PA

Member Since 2013 (10 years)

Taught 187 classes

Mike Ballard

2 Chapters: Birmingham & Huntsville, AL

Member Since 2018 (5 years)

Taught 131 classes

Announcements!

Welcome back to Season 2 of the Fin.Ed Show. Katherine and Kaeleen have some exciting announcements to start the season off strong. 

One Question

Pablo Troncoso and Alex Abuyuan from Estate Plan Documents join Katherine and Holly to discuss Estate Planning and how they can help advisors integrate Estate Planning into their practice with ease. 

Niche or Niche

Have you considered teaching something other than classes like Social Security? Kaeleen and Teri share their secrets for successfully expanding your class offerings, and including more niche classes like Estate Planning.

Sweet Summertime

Kaeleen and Katherine discuss a standard myth in the financial education, event-based marketing industry… That you shouldn’t teach in summertime. Hear our take on it, and the data we use to back it up.

Comeback Kid

David Schlossberg, returning member, discusses why he left AFEA in the first place, why he’s come back, and what class title he likes to focus on and why.

Warm Meals, Cold Leads

Holly Taylor, Director of Chapter Development at AFEA, unpacks an old blog post of hers and compares dinner seminars to financial education classes. Don’t let the title throw you off, we have some nice things to say about dinner seminars too, and discuss how to use both methods simultaneously for the best results!

Additional Resources:

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Learn more about AFEA

A Shared Vision

Joe Elsasser, Founder and President of Covisum, a financial tech company that provides a suite of retirement planning softwares, understands that being a financial advisor is hard, so he and his team are here to make it easier. Learn more about how to use AFEA and Covisum to “connect your marketing to your fulfillment”

Get Some Help

In this segment, Kaeleen and Katherine discuss the importance of using an assistant before, during, and after your classes. We dive deep into the roles this person can play and how they can help you maximize your opportunities.

Additional Resources:

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Learn more about AFEA

Covisum Discount Codes

covisum.com

CODE: afea