Don’t Shortcut the Learning Process

Posted by Richard "Dick" Cleary on Oct 23, 2019 8:00:00 AM

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.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Make an Impression with Your Elevator Talk

Posted by Richard "Dick" Cleary on Oct 22, 2019 10:44:32 AM

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".

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

There Is No DNA Cell That Delivers Great Sales Skills

Posted by Richard "Dick" Cleary on Oct 22, 2019 3:30:00 AM



Training is an important investment in the people who represent your organization and
drive revenue. When you train people, it makes them more valuable to your
organization and helps you retain them. We can’t expect that people will arrive to our
firms and agencies already knowing what they need to know to excel in this often
difficult career. There is no DNA cell that delivers great sales skills.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Considering a Management Role — Four Recruiting Steps

Posted by Richard "Dick" Cleary on Oct 16, 2019 10:51:26 AM

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.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Everyone Wins with Mentoring

Posted by Richard "Dick" Cleary on Oct 16, 2019 10:50:19 AM

Let’s admit it - the financial services business can be tough. It requires selling products
to individuals who really need them but who often are in denial about this fact. That’s
why the two-step preparation process for learning how to become a successful
professional in the financial services industry is so important:

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Financial Considerations for Special Needs Children

Posted by Richard "Dick" Cleary on Sep 19, 2019 3:40:51 PM

The Centers for Disease Control and Prevention (CDC) estimates more than 60 million adults in the United States, approximately one in four, lives with a disability. Struggles
with mobility, cognition, hearing, vision, and other impairments make it difficult to make
decisions, provide adequate self-care, and live independently. As the parent of a special
needs child, you know these struggles; you have been there to guide, support, and aid
your child since birth. With your dedication to providing extra guidance and care, you
have most likely lost sleep thinking about how your child will fare once you are gone.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Productivity Tips for Working from Home

Posted by Richard "Dick" Cleary on Sep 18, 2018 11:03:00 AM

There was a time when managers were reluctant to allow their team members to work from home. Many believed the option was simply an excuse for employees to goof off, away from the structure and accountability of working in an office. 

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Topics: Management Development, eLearning, Employee Training, Training and Development

How Everyone Benefits from the Work-from-Home Option

Posted by Richard "Dick" Cleary on Sep 12, 2018 1:01:00 PM

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. 

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Topics: Management Development, Agent / Advisor Training, Insurance

How to Implement Ideas Learned at a Conference or Seminar

Posted by Richard "Dick" Cleary on Sep 10, 2018 11:03:00 AM

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.

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Topics: Management Development, Agent / Advisor Training, Training and Development

On a Personal Note - Follow up to "Become a Master Communicator"

Posted by Richard "Dick" Cleary on Sep 4, 2018 5:59:49 PM

 

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.

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Topics: Management Development, Agent / Advisor Training, Employee Training, Training and Development

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