You just met with an excellent candidate. You can’t wait to get that person back in the door because you know this caliber of potential advisor won’t be available for long. So how do you keep candidates like that thinking about you? By showing them, not telling them, more about four important topics:
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
An elevator talk is one of the most important 30-second conversations you will ever have. The short explanation which you give to tell others what you do is commonly referred to as an “elevator talk” because it is meant to capture the interest of your prospect in the amount of time it would take you to take a short elevator ride with someone. This is a follow up article to my recently published "A Six-Step Guide to Writing an Effective Elevator Talk".
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Top-performing producers often consider going into management and wonder how their duties would be different in a management role than they are in their role as an agent or advisor.
If your management team has asked you to consider becoming a manager, congratulations! It’s a compliment to you that you are being considered. It means that others within your company and firm appreciate what you are doing, and they recognize that you have a lot of potential.
Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
There's nothing like a conference or seminar to motivate everyone and ignite our imagination. We come away with new ideas and new ways of looking at our industry and our role within it. We all like to think we will get back to the office invigorated and ready to tackle our tasks with a set of fresh eyes and enthusiasm, and business will grow and thrive because of what we have learned at the event.
Topics: Management Development, Agent / Advisor Training, Training and Development
As a follow-up to my blog “Become a Master Communicator: The Importance of Body Language” I thought I’d share a personal note of what one of my friends and mentors taught me long ago.
Insurance great, Tom Wolff taught me a simple but very effective way to remember the key points from my previous blog, Tom's Q, triple L, double R (QLLLRR) formula.
Topics: Management Development, Agent / Advisor Training, Employee Training, Training and Development
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J. Christopher Noonan, CLU, ChFC Regional President & Divisional Executive VP, Equitable-Advisors LLC
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"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
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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
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Ken Gallacher, CLU, ChFC, FSS, LUTCF, LACP and Thresa (Terry) Cochran, CLU, ChFC, CLF, FSS, LACP - General Agent, American National
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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
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Todd Scott, Manager Practice Management & Development, AMERITAS
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"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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