FSEdNet Blog

Dick Cleary and Andy Martin, CLU

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

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: Management Development, eLearning, Training and Development, Insurance

Use Focused Training Groups to Engage Associates

Posted by Dick Cleary and Andy Martin, CLU on Aug 12, 2018 8:03:39 PM

You’ve probably heard these common complaints about training from your mid-tier and top-tier associates: 

  1. “You offer training only to new hires and neglect those of us who are more experienced.”
  2. “You offer the same training to all associates at every level of the career.”
  3. “You force training on us that we can’t relate to and don’t find valuable.” 
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Topics: Management Development, Agent / Advisor Training, eLearning, Training and Development, Insurance

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Transform Your Tomorrows

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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