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: 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

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

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

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

Think Twice Before Promoting Your Top Producer

Posted by Richard "Dick" Cleary on Aug 7, 2018 5:40:07 PM

 By Andy Martin & Dick Cleary   

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

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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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