Challenge At a Glance:
- How to introduce herself to prospects as a personal finance subject matter expert
- How to partner with organizations in her local community as a personal financial education resource
Results At a Glance:
- Provided 18 months of personal finance webinars for community education
- Saw an email list subscription spike helping to further community impact
The Challenge
Jessica Medina, an Accredited Financial Counselor®, wanted to get in front of potential clients, acquire certification experience hours, and market herself as a trusted expert. Securing presenter opportunities was part of her strategy; however, convincing organizations there is value in financial topic presentations can be difficult.
The Solution
Jessica collaborated with her local library after they accepted her proposal to hold a free personal finance workshop. She underwent a thorough background check and due diligence process, which confirmed for the library that she held the AFC.
The Results
Elevated Subject Matter Expertise:
- She hosted over 18 months of webinars sharing her personal financial knowledge resource
- She continues to advance financial education through speaking engagements and thought leadership
Demand Generation:
- Jessica’s email list increased, indicative of more individuals gaining access to financial education
“Having the AFC accreditation helped secure my approval as a speaker. Being an Accredited Financial Counselor not only gives me the confidence to proudly present on personal finance topics, having the credential bolsters the confidence of those who are looking to hire me as a speaker.”
Jessica Medina, AFC®
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