How Well Are Your Selling and Marketing Efforts Aligned?

Posted by Richard "Dick" Cleary on Apr 8, 2020 10:15:27 AM

Selling and marketing are two critical components of any advisor’s practice. Although people sometimes use these two terms interchangeably, they are quite different.

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

5 Skills of Effective Leaders

Posted by Richard "Dick" Cleary on Apr 7, 2020 8:54:37 AM

We have found that most effective and successful leaders embrace and excel at five skills.  In this blog we will discover and explain each to help you down your path of management excellence.

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

Don’t Let Success Make You Complacent

Posted by Richard "Dick" Cleary on Apr 1, 2020 9:13:47 AM

The old saying goes, “If it ain’t broke, don’t fix it.” That adage might apply to
computers and cars, but it’s not a winning strategy in business.

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

Financial Impacts of Divorce

Posted by Richard "Dick" Cleary on Mar 30, 2020 9:33:19 AM

Going through a divorce is never an easy process; and, the longer you have been
married, the harder it is to make that break. The breakup of a relationship and possibly
a family, can wreak havoc on your emotional well-being, but a divorce also has considerable financial impacts for both parties. Whether your employees or your clients are considering divorce, or actively going through the process, they need to understand the financial impacts of divorce. Some divorcees find themselves dealing making financial decisions when their ex-spouse handled household finances. Others struggle financially because of spousal and child support payments. In any case, a divorce is a major life event which gives you the opportunity to help your employees and clients rebuild their life and find solid financial footing after their split. Here are some areas of consideration surrounding the financial impacts of divorce.

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

Hey Kids, Money Doesn't Grow on Trees!

Posted by Richard "Dick" Cleary on Mar 25, 2020 8:52:21 AM

As parents, our primary job is to teach our children how to survive in real life when we are not there to help them. Learning the value and how to effectively manage money is
at the top of the list for survival life lessons for our kids. If you have little ones, start early; but, if you have teenagers, it's never too late to teach them that money doesn't grow on trees. Every family is different and household income might prevent some approaches to teaching the value of money, but here are some areas where you can teach your kids important life skills regarding money.

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

Building Professional Relationships in Your Community

Posted by Richard "Dick" Cleary on Mar 24, 2020 8:24:49 AM

With the exponential growth of the internet, the increased popularity of social media, and the use of these platforms to build brand awareness, communicate with clients, and recruit new talent, the art of physically speaking to another person sometimes goes by the wayside. Digital marketing and recruitment are incredible tools which can help you grow your business, but building lasting professional relationships through face-to-face interaction still remains a critical part of running a growing firm. Meaningful community involvement can help increase brand recognition, generate leads for prospective clients, and recruit new associates. Community involvement is an umbrella term which includes several types of activities. Below are just a few ways you can engage with your community while benefiting your agency at the same time:

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

Working Together: Retirement and Medicare

Posted by Richard "Dick" Cleary on Mar 16, 2020 12:12:01 PM

After spending decades in the workforce, retirement should be a time of relaxation, travel, spending time with family and friends, and doing the things in life you enjoy. Yet, the continuous rising costs of healthcare in the United States threaten the financial security of seniors, forcing some to give up the kind of lifestyle they hoped for during retirement. Fortunately, the federal government provides health insurance to most American citizens who are at least age 65. This broad overview about Medicare, eligibility, enrollment, and coverage will give you a general idea of how things work as you approach retirement and plan for your healthcare needs.

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

Using LinkedIn to Recruit New Associates

Posted by Richard "Dick" Cleary on Mar 4, 2020 9:54:46 AM

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

Why You Should Build a Training Culture

Posted by Richard "Dick" Cleary on Mar 3, 2020 9:14:59 AM

Having a strong firm culture enables you to hire, conduct business and attract clients in a consistent way that aligns with your overall values.

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

Four Ways to Measure Training Results

Posted by Richard "Dick" Cleary on Feb 26, 2020 10:29:38 AM

Although it’s important to measure the effectiveness of training, many organizations don’t take the initiative to assess their training processes to see whether they have brought any positive impact to the organization.

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

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