Office Hours Fall 2023

Financial Educators Network Instructor Newsletter

Table of Contents

Instructor Tools

Return on Education - Ep 5

Continuing Education

Enhanced Referral Benefits 

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Instructor Tools


Financial Educators Network Instructor Library – New Instructor Tools

We are excited to launch a couple of new tools for you to use via our recently launched Instructor Library. You can find the following in Instructor Tools – we hope you find them useful!

  • Post-Class Email Campaign: We’ve created a premade email drip campaign for instructors to use post-class with attendees that do not book a 1:1 at the class. Each email centers on a certain retirement planning topic, and each suggested corresponding worksheet fits into that theme. They are also fully editable to suit the needs of your business! https://www.financialeducatorsnetwork.com/instructorlibrary/postclassstudentemails
  • 2024 Annual Planning Calendar: Use this tool to begin building your marketing strategy for next year with key days and order deadlines. Click the image below to download. 

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Return on Education - Episode 5

We’ve just released the latest episode of Return on Education! In episode 5, we are joined by Rachel Namoff, Co-Founder & Managing Partner at Arapaho Asset Management. With over 15 years of educational marketing experience, she’s an expert in creating long-term relationships with clients AND educational institutions. 

Learn how: 

  • Understanding the role of advisor vs the role of educator is crucial for a successful educational marketing approach that fosters long-term connections. 
  • Teamwork and collaboration will get you far when approaching an educational venue for a partnership. 
  • To help new advisors in the role of educators and foster their ongoing success. 

To watch this episode, click here

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2024 Master’s Contest 

We’re so excited to give 5 lucky Financial Educators Network instructors an invitation to the Augusta National Golf Course. Don’t forget to log into your portal to see how you’re doing - you don’t want to miss this opportunity by just one campaign! 

To view the official contest information and rules, click here. We can’t wait to see you next year in Augusta! 

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Enhanced Referral Benefits  - Get $2,500 off your next campaign

We want to remind you about our newest referral benefit! We only want to work with more amazing advisors like you - and we know the best way to meet them is through an introduction from our great community!  If an advisor you refer joins the Financial Educators Network and teaches a class, you get $2,500 off your next campaign + an additional entry into our Masters Content. Just make the introduction to your Account Executive and we will take care of the rest!