---
title: Don’t Shortcut the Learning Process
description: To differentiate your group from others, it is important to demonstrate your training program to candidates. LIMRA tells us that today’s candidates, especially millennials and female recruits, are heavily swayed by the ongoing training and educational programs that organizations offer, as well as the technology by which they will deliver it. They see education as the pathway to growth and new opportunities.
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# Don’t Shortcut the Learning Process

# Don’t Shortcut the Learning Process

Posted by [Richard "Dick" Cleary](https://info.hoopis.com/blog/author/richard-dick-cleary) on Jun 22, 2020 3:47:41 PM

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Ancient Chinese philosopher Confucius expressed his belief in the importance of  
learning from interaction when he wrote, “I hear and I forget, I see and I remember, I  
do, and I understand.”                                                                                                                  
There are no shortcuts when it comes to being successful, just as there are no  
shortcuts when it comes to gaining knowledge and understanding.

**“You always reap what you sow; there is no shortcut.”  
**           ****           ****           ****           ****           ****           **—Stephen Covey**

**  
Why We Must Get Training Right**

The training you offer can distinguish your firm or agency from others, which in  
turn can help you attract top talent. This is one area in which you just cannot take  
shortcuts.                                                                                                                                       
According to the [2018 Deloitte Millennial Survey](https://www2.deloitte.com/content/dam/Deloitte/at/Documents/human-capital/at-deloitte-millennial-survey-2018.pdf), about 8 in 10 millennials say  
that on-the-job training, continuous professional development and formal training led  
by employers will be important to help them perform their best. Employer training and  
support quite obviously help millennials and the Gen Z cohort perform their jobs, and as their careers progresses, the role of employer as educator will take on even greater  
significance.                                                                                                                                       
But young professionals are looking for training that goes beyond technical and  
sales skills. They are especially seeking help building confidence, interpersonal skills  
and — particularly for Gen Z — ethics/integrity aptitude. In their view, businesses are  
insufficiently focusing on nurturing these and similar soft skills.

**  
How to Engage Participants in Learning**

This is why it is so important to have participants in any learning course do more  
than just sit there and listen to what is being presented. Here are some strategies you  
can ask your instructor to use in an effort to get your team members more involved in  
their learning:                                                                                                                                 
1. Require participants to complete pre-work before the training.                                                                                                                                       
2. Before the training, if possible, connect with all the participants, probably via  
email. Ask them what they hope to learn from the session and if there are any  
specific questions they would like to get answered. This involves them in the  
training before it even begins.

3. During the training, present the material in several different formats, such as  
written bullet points with images, video or audio clips, quiz questions and  
hands-on exercises.                                                                                                                                       
4. Offer different methods of training. Consider off-site, on-site, online self-  
study and online instructor-led programs.

To read eight more in depth tips for engaging your employees in learning, get a copy of  
our white paper Click Here.

**  
Mistakes to Avoid in Training**

In addition to the above tips for engaging learners in their training, here are some  
common training mistakes for your trainers and instructors to avoid. Often, mistakes  
boil down to organizations, trainers and/or participants attempting to take shortcuts in  
the learning process:

Mistake #1: Offering training as an afterthought — or not at all. To become known as the organization that offers the best and most valuable training, it must be included in your budget. You must devote time, staff and money to training. Otherwise, it’s no more than an afterthought, or at best, a one-time event. Ongoing training is the hallmark of dynamic organizations that attract the best talent. Plus, when you train your own team members, you are investing in your own company.

Mistake #2: Creating cognitive overload. That occurs when too much information is delivered at once. If participants feel overwhelmed, they will be unable to absorb the concepts you are sharing with them. This is a common occurrence when it comes to new agent/advisor onboarding training, since there is so much information to provide in such a short period of time. Offer classroom training in short segments, and stick with “bite sized” online training courses or modules that offer learners a small bit of vital information at once. This online coursework can be used as an initial presentation of the subject matter or as a training follow up after a classroom session. Repetition is the key to learning and recall. (This is one of the beneficial features of FSEdNet video training; our hundreds of videos last an average of only 8.5 minutes each.)

Mistake #3: Using outdated materials. Make sure all your training materials are updated, with current statistics and facts. Participants are likely to lose confidence in the credibility of the information if the information is no longer accurate. To read six more critical mistakes to avoid in training, read our white paper - Click Here  
_________________

Do not allow anyone involved in the training of your team, or the participants, to take or accept shortcuts! It’s human nature to try, but we must form the habit of never accepting any shortcuts in learning or business.

 Topics: [Agent / Advisor Training](https://info.hoopis.com/blog/tag/agent-advisor-training), [eLearning](https://info.hoopis.com/blog/tag/elearning), [Training and Development](https://info.hoopis.com/blog/tag/training-and-development), [Insurance](https://info.hoopis.com/blog/tag/insurance)

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# What People Are Saying

“FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”     

**J. Christopher Noonan, CLU, ChFC Regional President & Divisional Executive VP, Equitable-Advisors LLC**

"FSEdNet's delivery process and information will help your advisors become more confident in front of clients."

###### Garry Kinder, CLU, ChFC, CSA, Kinder Brothers International

“NAIFA is excited to partner with FSEdNet to create the NAIFA Learning Center. We value the breadth and depth of educational content relevant for all practice specialties and the ease of access on multiple devices to the online video content. Core to NAIFA’s mission is delivery of critical training and professional support to our members—this program is a key component in meeting that objective.”

###### Kevin M. Mayeux, CAE, CEO, NAIFA

"The best I have ever seen. Clear, concise and relevant - a platform that really makes a difference."

###### Paul E. Vignone, JD, LLM, CLU, ChFC, VP of Advanced Markets, Empire Wealth Strategies, Penn Mutual Life

"FSEdNet is a comprehensive online resource that is filled with practical and actionable content. It provides its user with the fundamentals, as well as advanced learnings, for a successful financial services career."

###### C. Richard Weylman, CEO & CDO, The Weylman Center for Excellence in Practice Management

"FSEdNet will engage your new advisors and staff in a new innovative way. Associates will absorb the basics and master the fundamentals through this connected learning platform."

###### Bonnie L. Godsman - CEO, GAMA International"

"LIMRA research has found that young advisors integrate technology into all aspects of their practice. FSEdNet provides basic "blocking and tackle" training in an innovative and contemporary way, which resonates with today's financial professionals. Not just for agents and advisors, it's an invaluable part of my onboarding of new LIMRA research professionals - FSEdNet really delivers."

###### – Patrick Leary, LIMRA Corporate Vice President - Research

#### "It's Time To Turn Potential Into Reality"

"The Financial Services Educational Network, from the genius of Dick Cleary, is something this industry has needed for a long time. It is for many advisors, the missing piece. FSEdNet provides the educational background needed, in a myriad of topics, to give advisors the confidence to engage in meaningful financial discussions."

**Harry P. Hoopis, CEO, Hoopis Performance Network, Hall of Fame**

“FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”     

**Mark Rooney, CFP, ChFC, CLU Equitable-Advisors, LLC, Hall of Fame Recipient**

“FSEdNet has allowed us to focus on what we do best: find, recruit, select and train the future of our industry.  It provides excellent education, so our leadership team can do what they do best and that is joint work with our newest advisors.  I would strongly encourage any firm to embrace this as it will impact productivity.”   
**Ed Deutschlander, CLU, CLF, CEO, North Star Resource Group**

"Bring back the basic training our agents need is the passion and commitment that Dick has made to the industry. As a long-standing professional in our business, he is well positioned to deliver the right product at the right time. FSEdNet is a perfect solution to the training needs of today."

###### **– Jim Kerley, Chief Membership Officer, LIMRA and LOMA**

"I have been in the industry many years. FSEdNet is one of the most comprehensive educational tools to help new reps get off to a successful start and for developing reps to build and grow their business in years 2, 3, 4 and after. The ability to have this information at your fingertips, anytime, anywhere, on any device, 24/7 is truly a must-have for today's financial professional.”

**Fred Walker, VP of Professional Development, Transamerica Agency Network**

“At the Great Basin Agency of American National, we use FSEdNet faithfully. We find the product they have, and the support of Dick Cleary and his team is amazing, this is one of the best training tools we have or have ever had. The sales training and education are for agents and staff at all levels of their careers."  
**Ken Gallacher, CLU, ChFC, FSS, LUTCF, LACP and Thresa (Terry) Cochran, CLU, ChFC, CLF, FSS, LACP - General Agent, American National**

"A revolutionary strategy to help train and develop your producers, regardless of experience. To make an impact, it must be simple to understand and use, and that is exactly what FSEdNet does. This turn-key educational platform will add true value to your value proposition, and will separate you from the competition."

**Dan LaBert, CEO, NAILBA - National Association of Independent Life Brokerage Agencies.**

"Opening Up the library of videos offered on FSEdNet for our agents provides an immediate resource that supports the new agent experience after initial training and adds to that knowledge base in all areas. Not only do the new agents benefit, but veteran agents can add to or be reminded of information that helps them focus on improving results."

**Mike Catania, Ph.D., Director of Learning Management Field Development, Bankers Life and Casualty Company**

“Having been in the industry over 30 years, I can honestly say that FSEdNet is a game changer for improving retention, growing rep productivity and developing a highly trained sales force.  I was exposed to Dick Cleary and FSEdNet in another life prior to being with AAA Life and I was very pleased to have the opportunity to introduce an entirely new field force to this awesome tool!  We have used it as the foundation to build our training program.  I would highly recommend FSEdNet to anyone!”

- **Allen Jackson LUTCF, FSCP, Vice president of Agent Distribution, AAA Life Insurance Company**

“FSEdNet has been the game changer we needed for our General Agents. It is the perfect tool they needed to make their training programs A+.”

**Todd Scott, Manager Practice Management & Development, AMERITAS**

“We needed to completely update our agent and management development and training platforms. FSEdNet was a perfect fit that did not take additional resources to write, develop and implement the changes we needed. We now incorporate the management training program of FSLEdNet into our weekly development calls with all our entire field leadership team and incorporated FSEdNet into our new agent training program” - **Damian Salvi, Senior Vice President ****and Chief Distribution Officer, The Baltimore Life Companies**

"Just a quick comment of appreciation for your FSEdNet. We have been so pleased and impressed with your training program. It has helped our advisors at all different levels in many different areas of your curriculum. It is concise, effective, and easy to use. And you and your team have been incredibly responsive whenever we have a question or a thought." 

**James Meehan, Managing Partner at 1847Financial, Penn Mutual**

"FSEdNet has provided us with the foundation we needed to strengthen our Field Force training programs.  The courses have provided us with the basics that would have taken us a very long time to develop on our own. The structure of the videos and worksheets helps to improve retention and develop a skilled workforce. I would highly recommend FSEdNet!"

***Beth Jones, Director of Field Force Training Development, First Command Financial Services.***

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