Financial Insights Blog

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

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

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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