Emerging Advisor offers complete retirement education courses designed BY advisors FOR advisors, with everything you need to conduct an exceptional educational classroom experience.
Empowering Women for Today’s Retirement
Your Retirement and Taxes
Retirement Planning in Today’s Economy
Retirement education programs designed to educate and encourage action.
Created by Emerging Advisor founders Sean Lee and Scott Dougan, the Retirement Elevated programs have been tested-in-the-trenches and used to acquire nearly $300,000,000 in assets since 2014.
Sean P. Lee, MSFS
Scott M. Dougan, RFC
Compliance Reviewed Materials
Advisors are provided with all the materials they need to teach our courses: PowerPoint slides, Instructor’s Reference Notes, Attendee Workbooks, and Attendee Evaluation Forms.
Our course materials are reviewed by FINRA and approved by compliance departments on a regular basis before being released to instructors or the public.
Each Course Includes
Quality Student Workbooks and Supplemental Handouts
Comprehensive Instructor Presentations
Instructor Manuals and Video Training Guides
Fully Managed Digital Marketing Campaign
Process Tutorial and Review with Your Team