Teach With Us
For licensed advisors, CPAs, and fiduciary professionals seeking to build authentic authority in their communities through education.
Turnkey System
What You Get
- Curated community library and college venue booking
- Compliant digital ad campaigns under Financial Services category
- Automated SMS and email reminders with video introductions
- Real-time Advisor Lead Dashboard mirroring your lead sheet
Focus entirely on teaching; we handle technology and registrations.
Compliance & Ethics
Presenter Standards
- Active professional licensing (CFP®, CPA, Series 65, or state insurance)
- Firm principal pre-approval of slides, handouts, and video materials
- Strict adherence to SEC Rule 206(4)-1: no return claims or sales pressure
- Commitment to educational clarity and respect for all attendees
High compliance standards protect your firm and our attendees.
Transparent Pricing
Campaign Packages
Advisors pay per workshop campaign or on a multi-month territory exclusivity agreement.
Pilot Campaign: Single workshop, 30–45 qualified registrations target
Territory Rotation: Protected 25-mile radius with rotating seminar schedules
No long-term locks. Scale at your practice's capacity.
Apply to Host Workshops
Submit your credentials to request an exclusive territory consultation.