Emerging Advisor
www.emerging-advisor.comAre you a Financial Advisor who wants to Attract Qualified, Affluent Prospects to your Business? If so, we offer a proven solution. Emerging Advisor offers complete retirement education courses, with everything you need to conduct an exceptional educational classroom experience, including presentations, workbooks, training guides, ongoing coaching, and marketing aimed at affluent prospects. 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.
Read moreAre you a Financial Advisor who wants to Attract Qualified, Affluent Prospects to your Business? If so, we offer a proven solution. Emerging Advisor offers complete retirement education courses, with everything you need to conduct an exceptional educational classroom experience, including presentations, workbooks, training guides, ongoing coaching, and marketing aimed at affluent prospects. 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.
Read moreCountry
State
Kansas
City (Headquarters)
Prairie Village
Employees
1-10
Founded
2013
Social
Employees statistics
View all employeesPotential Decision Makers
National Sales Manager
Email ****** @****.comPhone (***) ****-****National Account Manager
Email ****** @****.comPhone (***) ****-****