YouTube/Podcast Post Description:
🌟 Episode 14: Unlocking the Power of Educational Workshops with Rhonda Wise 🌟
In this episode of The Fin Ed Show, we sit down with Rhonda Wise, a financial professional with over 20 years of experience and a family-run business, to discuss how educational workshops can transform your practice.
🔎 What You’ll Learn in This Episode:
✅ How Rhonda uses Medicare classes to funnel attendees into Social Security, taxes, and retirement planning workshops.
✅ The secret to building trust and long-term relationships through education.
✅ Preparing for upcoming Medicare changes and why advisors shouldn’t be afraid of them.
✅ Practical strategies for hosting workshops that fill your pipeline with qualified clients.
✅ Why creating a "well-rounded client experience" is key to retaining and growing your business.
🎯 Rhonda shares how her team strategically structures their workshops, builds rapport with attendees, and creates a consistent stream of residual income through Medicare services.
If you're looking to attract more clients, host impactful educational events, or gain insights into the evolving Medicare landscape, this episode is packed with actionable advice you won’t want to miss!
