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Directory of Financial Professionals

Helping Advisors Connect, Leverage & Increase Profits

Directory

We know that marketing can be challenging for Financial Professionals. So now, the LFE Institute will be aggressively marketing for you!

As LFE launches our new College e-Learning Tools, we understand that ‘education’ can only inform families as they make life-changing college decisions … but it’s also critical for every parent or grandparent of a college-bound student to obtain advice from trained experts: Those who can help them integrate their college decisions with their long-term financial goals.

To facilitate this objective, we’ll be marketing the Director of Financial Professionals to consumers, on Social Media, in future Press Releases, and more. This is just one more way we connect you to those who need your expertise. 

With our user-friendly interface and advanced search options, potential clients can easily find and connect with you. Don’t miss out on this opportunity to expand your reach and take your business to the next level.

If you provide investment or retirement planning advice, college coaching, tax, financial aid, testing or admissions support, or other services for mid-career parents or grandparents of high school students, you’ll want a listing in this new Directory. You’ll not only provide valuable services families need, but it’s an ideal opportunity to increase visibility to hundreds – and eventually thousands – of potential new prospects.

FREE Listing

Your only charge is a minimal set-up fee

For a limited time: Listings in this Directory are FREE (no annual fee). All you pay is a minimal one-time set-up fee. Initial listings also receive priority positioning, so now is the time to register.

LFE Will Promote the Directory to:

Consumers
Employers & other Groups
On Social Media
Other Contacts Nationally

Select Your Listing Option
No Annual Fee: Just a one-time set-up fee

See examples of listings below, then click on the image for your preferred listing. Once you’ve registered, return to this site to complete the information below that you want to include in your Listing.

BONUS: FEATURED LISTINGS will also be the first to be invited to submit a request to co-host one of our live and one-demand ‘Ask the Experts’ Webinar events throughout the year. You can select from Sample Topics here, or submit a topic you believe will be helpful to our Members, while showcasing your expertise. You will also receive a copy of the Webinar to post on your Website and/or on Social Media.

Complete the Following

 

Directory Listing

Complete the following with any information you'd like to include in the Directory. We'll send a proof for your approval prior to posting your Listing. Let us know if you have any questions.

Your Name
This is the primary category for your Listing. As the Directory expands, 'Featured Listings' will be listed under multiple categories.
Business Address
Your Email Address

Pro & Featured Listings Only

Max. file size: 128 MB.
Max. file size: 128 MB.

Featured Listings Only

Consider what message you would like to send to parents or grandparents of college-bound students.
List up to 8 bullet points (4 words or less) of the services you offer.
Column 1
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