The Power of Storytelling

Posted by Richard "Dick" Cleary on Sep 1, 2020 12:08:49 PM

Since LinkedIn launched in 2003, the professional social networking site has grown to more than 630 million registered members. In addition to the basic and premium services, LinkedIn Talent Solutions offers LinkedIn Recruiter, a platform to search, connect with, and manage candidates. Regardless of which level you use with LinkedIn, it can be a powerful tool for finding new associates for your agency and remains the preferred method of recruitment for most businesses. Facebook and Instagram are gaining in popularity, especially to reach younger applicants who aren't as active on LinkedIn. Yet, for agencies who are beginning to use social media as a recruiting platform, or for agencies who are looking to expand their social presence, LinkedIn is the place to start. Here are some guidance tips to use when using LinkedIn to recruit new associates for your agency:

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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 Aug 25, 2020 8:54:48 AM

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

Getting Ready for Retirement

Posted by Richard "Dick" Cleary on Aug 18, 2020 11:00:44 AM

As you spend decades in the workforce, you dream about retirement. As it gets closer, you think about how to bring your dream to life. Each person’s idea of retirement differs based on their goals, desire or need to continue working, as well as other considerations. Regardless of your idea of retirement, you need to consider some specific things and take preliminary steps to get ready for retirement. Financial and life goals, as well as feelings about working and planning for healthcare needs are some of the most crucial factors to evaluate when you are getting ready for retirement.

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

The Importance of Measuring Training Results

Posted by Richard "Dick" Cleary on Jul 22, 2020 10:53:58 AM

It is important to measure the effectiveness of training, yet many organizations don’t take the initiative to do so. If you don’t measure the impact, you won’t know whether your training is worth your investment.

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

There Is No DNA That Delivers Great Sales Skills

Posted by Richard "Dick" Cleary on Jul 15, 2020 9:48:54 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 that delivers great sales skills.

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

Think Twice Before Promoting Your Top Producer

Posted by Richard "Dick" Cleary on Jul 14, 2020 9:58:51 AM


Your top producer is such a superstar that it makes sense to promote him or her into management, right?  

Maybe not. 

Remember the classic “Peter Principle”? It was Laurence J. Peter’s management concept that in any kind of hierarchy, people tend to rise to their “level of incompetence.” In other words, as people are promoted, they tend to become progressively less effective because good performance in one job does not guarantee similar performance in another. 

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Topics: Management Development, eLearning, Insurance

Stop Procrastinating!

Posted by Richard "Dick" Cleary on Jul 8, 2020 8:22:51 AM

Do you find yourself frequently putting off tasks you dread? Do you often wait until right before a project is due because you “work better under pressure?”

If so, you are not alone. According to the Association for Psychological Science, 20 percent of us are chronic procrastinators. There is room for all of us to become more productive.

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

How to Stay Productive in Changing Times

Posted by Richard "Dick" Cleary on Jul 1, 2020 9:15:44 AM

Massive change is upon us. Speculation about how governments and business will handle the COVID-19 crisis has given way to a new quarantine reality. The good old-fashioned handshake is out. Social distancing is in. As those of us in sales and customer-facing roles try to navigate the new work-from-home reality, we thought it would be a good time to offer some strategies for how to stay productive and keep momentum (and morale) as high as possible.

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

Everyone Wins with Mentoring

Posted by Richard "Dick" Cleary on Jun 24, 2020 10:22:31 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

Don’t Shortcut the Learning Process

Posted by Richard "Dick" Cleary on Jun 22, 2020 4:47:41 PM

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

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