Education for Educators

Marc Kiner, Founder and CEO of Premier Social Security Consulting and the NSSA Certificate Program, meets with Katherine and Kaeleen to discuss the importance of being fluent in Social Security and how this can enhance your appointments with Baby Boomers. Learn how and why this certification works so well in conjunction with AFEA and how to obtain your discounted rate for the program.

Mastering Marketing

Teri Carano, Director of Academic Operations at AFEA, joins Kaeleen to discuss the similarities, differences, pro and cons of mail and digital marketing. Learn from them how to distinguish which one is right for you and when!

Our Leading Partnership

Ryan VanSickle, Director of Advisor Development at Leading Response, joins Kaeleen and Katherine to talk about the importance of the partnership they have developed with AFEA, how they work together, and his experience in the finance and marketing fields, making him expert he is today.

Hi, My Name is

Katherine and Kaeleen discuss how to introduce yourself as both a non-profit financial educator AND a qualified and trusted financial advisor. Learn how to deliver an effective, but non-threatening introduction to your students!

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NSSA Discount Codes

https://premiernssa.com/

$200 off Live in person – afea

$100 off Live webinar – afeaw

$100 Ondemand - afea

A Perfect Fit

Holly and Katherine discuss the qualities of a great instructor, and the 3 key elements of success when using AFEA.

Chasing Mail

Katherine and Holly welcome AFEA Chapter President and Instructor, Ted Thatcher as he shares his experience with a new marketing

concept we've been testing. Hear him speak on this specifically, as well as some other parts of his experience teaching financial

education.

Be Fiduciary

Rick McClanahan, Founder and CEO of the NACFF (National Association of Certified Financial Fiduciaries) as well as the CFF (Certified

Financial Fiduciary) designation, which has just been picked up by the American College, joins us to discuss the power of using the CFF

designation paired with an AFEA membership.

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NACFF Discount Link & Code: CLICK HERE and use code AFEA1000 at checkout 

When Webinars Work

Katherine and Kaeleen discuss webinars and when they may be a great tool, but also why they don't recommend offering webinars alone.

Reporting on Reports

Executive Directors at AFEA, Holly Taylor and Teri Carano take a deep dive into why you should be offering free reports to your students, how to be sure they aren't setting an appointment with you JUST for that free report, and which ones we recommend! 

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Recommended Reports:

1. Social Security Timing Report

2. Tax Forecast

3. Retirement Ready or Not

4. True Asset Allocation Report

5. Risk Only Report

Pardon the Interruption

Katherine and Kaeleen, the Fin.Ed.Grls, cover their background, experience, and a little more about what you can expect to hear on future episodes.

A Substantial Start

Tony Abrams of Abrams Financial, and Chapter President of AFEA's Upper Marlboro, MD Chapter joins us to review his financial education experience (a 50% increase in business) only 8 months and 4 campaigns in.

Chef's Kiss

David Ortiz, the Financial Chef, and Chapter President of AFEA's Lakewood Ranch, FL Chapter discusses his unique approach to engaging his students during his classes, more about the students he's meeting, as well as his plans for the future.

Consistency is Key

Teri Carano, Executive Director of Chapter Development at AFEA, and most experienced Academic Coordinator covers the importance of staying consistent with your classes.

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Tony's Class Registration Numbers

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