Financial Insights Blog

Richard "Dick" Cleary

Recent Posts

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

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: 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

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

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

Train Your Sales Leaders, Too

Posted by Richard "Dick" Cleary on Aug 7, 2018 6:10:58 PM

It’s all too common for sales organizations to invest in training their salespeople but not their sales leaders. This approach isn’t just counterproductive; it is costly. 

In 2018, Vantage Point Performance conducted a study of 213 companies with more than 25,000 sales managers and discovered just how senseless this approach is: 

  1. Only 25 percent of sales managers know what they are doing.
  2. A sales manager’s skill level directly impacts a company’s revenue.
  3. Poorly performing sales managers can cost a company a remarkable $3.5 million per manager.
  4. There is a specific set of skills that successful sales managers need. 
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Topics: Management Development, eLearning, Insurance

Why You Should Convert Classroom Training to E-Learning

Posted by Richard "Dick" Cleary on Aug 7, 2018 5:40:37 PM

Traditional classroom training will soon be a thing of the past. E-learning is becoming the new norm because it is highly effective as a learning method, and it is extremely cost-effective. 

It’s Effective and Cost-Effective 

One study that compared e-learning with traditional classroom training reports these compelling numbers: 

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Topics: eLearning, Training and Development, Insurance

Path

Image the Possibilities

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 our Financial Insights Blog.  We hope to provide you with many tools and information which will help you enhance your career opportunities and reach your full potential, whether you are an Agent/Advisor, Leader, 0r Employee. 

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