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Leverage Planners is a wealth management brand based in Bellevue, WA, dedicated to helping individuals achieve their dream lifestyle in retirement. With years of experience in the field, their team understands the complexities of retirement and aims to provide certainty and peace of mind. Leverage Planners offers a range of services, including retirement strategy planning, asset accumulation, and investment management. Their professionals work with a single purpose in mind: to help clients protect, relax, and enjoy the life they have worked so hard to build. Led by David Donhoff, the founder and principal, along with Director of Service & Planning, Sean Bolen, and Support Specialist, Abe Rodriguez, the team is committed to helping clients pursue their financial goals. Leverage Planners also organizes financial education workshops and webinars to empower individuals with the knowledge they need to make informed decisions about their retirement. Contact Leverage Planners today and start the conversation about securing your future.

Leverage Planners LLC

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At Leverage Planners, we abolish financial anxiety for Blue Jean Millionaires, providing them with lifelong financial security, freedom, and peace they deserve.

Leverage Planners is a comprehensive retirement management firm headquartered in Bellevue, WA. We solve money for Blue Jean Millionaires as safety-1st fiduciaries who adopt retirees, their families, and their dearly valued circle of trust.

## Role Overview

As a Seminar Presenter, you will:

- Learn and use the Leverage Planners formatted presentations, as designed and refined by Anthony Robbins' original Lead Speaker (1989-1994,) and Leverage Planners Senior Advisor, David Donhoff
- Deliver retirement education workshops clearly and calmly
- Set participant expectations honestly and respectfully
- Schedule Qualified Prospects who want to schedule an Advisory Session, at no charge or risk, with a Leverage Planners financial advisor
- Filter out participants who do not meet qualification criteria

**This role does not include:**

- Financial advising, selling products, or services
- Persuading participants to make financial decisions
- Using urgency, scarcity, or high-pressure tactics

## Qualified First Meetings

After the workshop, book qualified prospects who want to schedule an Advisory Session, at no charge or risk, with a Leverage Planners financial advisor. Presenters do not discuss, recommend, or sell specific financial products.

**A "Qualified First Meeting" meets the following criteria:**

1. Attendee keeps their scheduled first meeting
2. Attendee has $500,000 or more in investible assets (excluding real estate)
3. Attendee wants a comprehensive, tax-efficient, safety-first planning approach
4. Attendee is not expected to be pre-decided on the firm

Bonus compensation is tied to appointments kept by qualified prospects only; bonuses are not paid for attendees who do not meet these criteria or who do not attend the meeting.

## Key Responsibilities

**Workshop Delivery & Participant Engagement**

- Lead educational workshops professionally, with both humor and authenticity
- Use presentation stories to prequalify prospects without pressure
- Ensure prospects have a clear understanding of Leverage Planners process
- Secure appointment commitments with qualified prospects

**Performance & Metrics**

- Compensation includes base pay per workshop plus a performance-based bonus for kept, qualified first meetings.
- Bonus per qualified meeting is determined by your monthly kept-rate:
  - **Below 60% kept-rate:** $0 per qualified meeting
  - **60–69% kept-rate:** $25 per qualified meeting
  - **70–79% kept-rate:** $50 per qualified meeting
  - **80% or higher kept-rate:** $75 per qualified meeting

**Note:** The presenter's role is to engagingly educate, and secure 1st appointments; Leverage Planners Advisors conduct the 1st appointments. Bonuses are only paid for meetings that are both kept and qualified, as defined in the "Qualified First Meetings" section.

**Event Cadence & Scheduling**

- Workshops are offered 4–10 times per month
- Contractors provide their availability in advance, each month
- Schedule is flexible; volume may increase based on mutual agreement

## Required Experience & Competencies

- Engaging and commitment-generating public teaching skills
- Ability to simplify complex topics accurately, clearly, and calmly
- Ability to use "story selling" to prequalify prospects respectfully
- Strong follow-through and execution mindset

**Preferred:**

- Experience in corporate, nonprofit, or professional event hosting
- Radio, television, or media presentation experience
- Comfort in a flexible, performance-based 1099 role

## Compensation

- **Paid Try-Out Audition:** $200 for a 20-minute teaching demonstration
- **(Audition Invitations by Selection from Video Application)**
- **Base Pay:** $500 per workshop (1–2 hour session; prep time not included)
- **Performance Bonus:** $25–$75 per kept, qualified first meeting, based on kept-rate tiers above

This is a contract 1099 role; no benefits or W2 employment are included. Compensation is based on events accepted and kept, qualified first meetings only.

## Work Model & Location

- Location: Bellevue & Greater Seattle Area (in-person workshops)
- Schedule: Flexible, contractor chooses which events to accept
- Travel: Minimal
- Sponsorship: Not available

Seminar Presenter – Educational Retirement Workshops at Leverage Planners LLC


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The role involves delivering educational retirement workshops, engaging participants, and scheduling advisory sessions with qualified prospects. Compensation includes a base pay per workshop and performance-based bonuses.

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