Creating Broker Dealer approved digital
marketing programs for your events.


About us

Leverage the Power of Social Marketing
  • We provide comprehensive Digital Marketing for Financial Advisors
  • Our process is Compliance Approved
  • We provide real prospects in your goal market
  • Our system is proven, efficient and significantly less costly than direct mail marketing and other digital marketing programs.

Wealth Planning Workshops is a digital marketing company that specializes in planning, managing and promoting educational seminars for Registered Investment Advisors and Registered Securities Representatives.

We have developed a transparent strategy for marketing that is compliance approved through most Broker Dealers.

Our innovative method has transformed the business model for hosting educational seminars and workshops through this strategy and through our unique ability to get you in front of the right attendees.

Whether you want to host a seminar in your conference room, a local library, a restaurant or a community center, we do all the work through our 100% digital approach.

Proven results and best practices are the foundation of WPW


Provide us your dates and times, zip codes to target, and your compliance approved presentation topics.
(Retirement Planning, Estate Planning, Tax Strategies, etc.)


Choose a venue and coordinate logistics, digitally market the workshop, manage registrations, make
confirmation calls, and send reminder emails.


WPW offers a professional and Broker-Dealer approved workshop planning experience so you can focus on your business.
  • Comprehensive Seminar Pre-Planning, Marketing & Follow Up
  • Lead Capture
  • Qualified attendees
  • Over 20 Years experience in the Digital Marketing Space
  • Social Media Services – We will be your voice.

We specialize in getting financial advisors and registered reps in front of the right people…

We know you need to meet and talk to individuals and couples who are in their prime working years or who are approaching retirement to help them achieve their hopes and dreams through sound financial planning and wealth management.

Let us use our knowledge of the digital space to get you in front of a room full of people who want and need your professional advice and experience.

What our clients are saying

Contact Us

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