FSEdNet Blog

Make an Impression with Your Elevator Talk

Posted by Richard "Dick" Cleary on Dec 28, 2018 11:14:08 AM
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Topics: Insurance, eLearning, Agent / Advisor Training, Training and Development

Differentiate Yourself During the Recruiting Process

Posted by Richard "Dick" Cleary on Oct 1, 2018 11:30:00 AM

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: 

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

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: Training and Development, eLearning, Employee Training, Management 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: Insurance, Management Development, Agent / Advisor Training

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

Become a Master Communicator: The Importance of Body Language

Posted by Richard "Dick" Cleary on Sep 4, 2018 4:05:29 PM

Every good business relationship begins with strong communication skills. Whether you are meeting a client face to face, skyping with someone halfway across the world or giving or listening to a presentation, communication is always in play.

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

Avoid "One and Done" Training

Posted by Richard "Dick" Cleary on Aug 30, 2018 11:47:31 AM

 

Training would be much more effective if we could remember all the new information we are exposed to. 

According to Psychology Today, there is really no such thing as “photographic memory,” although some people can recall info

rmation vividly and in great detail. The phenomenon that comes closest is “eidetic memory,” which shows up in about 2 to 10 percent of children, but virtually no adults. “Eidetikers” can hold onto an image for about half a minute to several minutes after it is gone. If you give them 30 seconds to look at a picture, even after you whisk it away, they can describe it with unusual accuracy and detail. 

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

Should You Go Into Management?

Posted by Dick Cleary and Andy Martin, CLU on Aug 29, 2018 9:14:39 AM

If you are a top-performing associate, chances are, your manager is likely to approach you about going into management at some point. This happens often, and when it does, it requires a deep soul search to figure out whether to consider it or not. 

Plenty of producers have left their clientele and practices behind to give management a try, only to discover that they weren’t happy in a management role. Many associates accept the invitation into management because they want to please their managers. Others do so because they aren’t sure where their true passion lies. 

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

Leading the 1099 Associates

Posted by Dick Cleary and Andy Martin, CLU on Aug 12, 2018 8:18:19 PM

If you are leading 1099 associates — those who are not employees of your company paid on W-2’s — be aware of the U.S. Department of Labor’s guidelines on how to differentiate between employees and contract labor. Because rules and laws vary from state to state and from one company to another, we cannot provide detailed information or advice. It is important that you work with your company or get state-appropriate legal advice to make sure you are not crossing any of the existing boundaries that could get you in trouble. 

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

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They say that in life, you never stop learning.  The same thing holds true in the financial services industry.

In today’s world, we all have so much more to do, with so much less. Ideally, everyone would have the knowledge, as well as a systematized approach to building a successful career, but who has the time to do it?

This is the purpose and mission of FSEdNet, to help Agents/Advisor, Leaders, and Employees enhance their career opportunities by learning and understanding more. 

Our Blog is designed to help all levels of those in the financial services industry, reach their full potential by sharing ideas, concepts, techniques on topics that will help turn potential into reality.

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