Retirement Elevated

Looking for a marketing program that’s completely different from dinner seminars and radio shows? Look no further! Emerging Advisor can help you with everything from client acquisition and retention to improved workflow processes.

Our flagship program, Retirement Elevated, can help you comfortably connect with your prospects in an educational setting. By using the program, you can easily teach retirement planning concepts at a university in your area, while solidifying your position as a trusted advisor in the minds of attendees.

Emerging Advisor will provide you with everything you need to get started in teaching your Retirement Elevated course, including:

• A fully detailed, Retirement Elevated instructor’s manual, including complete course scripting so you always know what to say next!
• Retirement Elevated student workbooks!
• A complete Retirement Elevated course PowerPoint presentation!
• Access to videos of both Sean Lee and Scott Dougan teaching the Retirement Elevated course so you can see exactly how it is done!
• Ongoing coaching and assistance with your course needs!