Corporate | Ed Slott and Company, LLC




Does YOUR company want to become recognized leaders in the IRA marketplace?

Contact Us

Are you an organization serving financial advisors interested in serving the $9.7 trillion retirement market?

Every day, 10,000 Baby Boomers are searching for ways to move their employer plans to the vessel that will steer their retirement savings securely to shore. To meet the ever-changing demands of the retirement marketplace, today’s financial professionals are demanding the IRA expertise that will drive client confidence and business growth.

If you are ready to:

  • Provide expert training and resources to better equip your team
  • Deliver superior advice and expertise to your end consumer and
  • Grow and improve your business at the same time

You have come to the right place.

Ed Slott and Company’s IRA Leadership Program is a comprehensive and customizable corporate training program specifically designed to increase your team’s IRA knowledge. This is NOT another disjointed lecture read straight from a manual. It’s a program tailored for industry producers who understand their client and business objectives and are ready to take the proactive steps to exceed them.

The 1.5-Day IRA Leadership Program:
Financial institutions and their advisors have a demand for an IRA coaching and education program, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:

  • Transforms the business growth mindset to one that establishes education as the top revenue driver
  • Delivers a wealth of IRA strategies that save relationships and grow client bases
  • Provides technical expertise that aligns with your corporate goals to become recognized IRA leaders in your industry

In addition to private corporate speaking events, we offer our corporate partners:

  • Bulk training discounts: Send your team to our 2-Day IRA Workshop or through our on-demand eSeminar series at reduced group rates.
  • Bulk educational material discounts: Order from our bestselling books, white papers, consumer pamphlets and CDs to provide actionable and educational resources for your team.
  • Sponsorship opportunities: Are educated and ethical advisors your target client? Learn more about our sponsorship and advertising options available to network and engage with your ideal audience!

Want to learn more about speaking fees and availability for Ed Slott and Company?
Contact us at [email protected] or call (800) 663-1340 today.



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