Top financial and insurance producers who are considering a move into management often wonder how a leadership role differs from that of sales. Obviously, recruiting is the most important role managers play in a firm or agency. Two other vital functions are facilitating and participating in joint calls with associates and building accountability into producers’ sales efforts.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
You've created a business plan, focused on logistics, and launched your
insurance agency. Perhaps you've been in business for a few months or a
few years. Once the dust settles from your initial launch, it's time to revisit,
reevaluate, and reset your goals, so your agency continues to thrive. This
guide extends beyond the logistics of starting an insurance agency and
provides detailed information on how you can grow your business, boost
your work culture, and optimize digital marketing tactics, resulting in an
improved overall performance.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Pew Research Center estimates approximately 70% of those in the United States use at least one social media platform for entertainment, information, and connecting with others. When examining social media use by age group, 88% of those from 18 to 29 use at least one social media site, and 78% of those 30 to 49. More than half of all users spend time on a social media platform at least once per day, with Facebook as an exception; three out of four Facebook users visit more than once daily. If you aren’t yet leveraging social media to attract life insurance clients, you are missing out.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Two of the most important individual traits of success are drive and discipline. In Albert E.N. Gray’s “Common Denominator of Success” talk decades ago, he stated, “The secret of success of every man who has ever been successful lies in the fact that he formed the habit of doing things that failures don't like to do.”
Having discipline allows us to form the habits we need to become successful. This is true in all walks of life, whether it’s improving one’s golf swing or making the required number of calls each day.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Working from home is becoming an attractive option for many people who have long commutes or find that they can concentrate better without the distractions of being in an office. If you are a manager who hasn’t considered the work-from-home option for your agents or advisors yet, it might be time to consider the many benefits.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
High-performing, growth-oriented agencies and firms
benefit from a disciplined and strategic cross-selling plan.
To “cross-sell” is to sell related or complementary products to an existing customer. Cross-selling is one of the most effective methods of marketing.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
We all know that one of the most exciting days for newly registered representatives is the day they pass their securities exams. Almost like clockwork, as soon as they arrive back in the office to announce that they have passed, they’ll quickly ask the question, “So what do you want me to do next?”
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Federal income tax returns are one of the most easily accessible and revealing road maps for determining your clients’ financial needs. Reviewing tax returns can provide you with a whole new level of insight about their individual financial situations which will, in turn, enhance your client relationships.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
As a business owner, agent, advisor, employee, or job seeker, you have most likely heard the term value proposition thrown around in many different contexts. An agreed upon definition of a value proposition does not exist across business and marketing materials, experts, and consultants. Some approaches to creating and interpreting a value proposition are very technical and others are somewhat loose. In fact, you might even be using a value proposition and not even know it. When done correctly, a value proposition can help you grow your business and build your career. This blog provides information about value propositions and more specific information about how you can apply them to your business and personal goals.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Whether you are selling thingamabobs, widgets, or insurance policies, on average, three out of ten people will buy from you no matter what, three will not buy even if you overcome every objection, and the remaining six are on the fence. Your job is to convert those last six people into clients. Salespeople from all walks of life receive accolades for good salesmanship and high closing percentages. Yet, their success does not come from outright selling; it comes from not selling.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Learning can happen anywhere, whether on the computer or on the go, with our mobile app for
“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."
“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.”
"The best I have ever seen. Clear, concise and relevant - a platform that really makes a difference."
"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."
"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."
"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."
"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.
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.
"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
"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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