Need help with a Marketing Plan?

Educational workshops give you the opportunity to connect with prospects, to position yourself as a community thought leader and to grow your business. This guide draws on years of experience from top insurance and financial planning professionals who have built successful businesses using educational workshops to acquire clients. It details every step so that you, too, can experience the success of a well-planned and well-executed workshop.

In addition to this guide, Client Stream workshops give you everything you need — from the marketing pieces to the workshop presentations with scripts — so that you can easily follow these proven formulas to reach more prospects, gain them as clients and grow your business.