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Welcome To Our Blog Page For
Financial and Insurance Professionals!

Our blog page covers topics related to the financial services and insurance industries.

So whether you are looking to earn your securities license, insurance license, or designations such as Certified Financial Planner (CFP), or already are a stockbroker, financial advisor, or insurance agent looking for training or services to improve your practice, we have great information via our blog for you!

Here you'll find information of national interest, such as current trends, industry updates, new products reviews, and access to financial services and insurance seminars, webcasts, audio conferences, and podcasts - all designed for you, the busy professional!

To find specific blog articles, either view the blogs posted below or search by categories such as Estate Planning, Retirement Plans, Licensing, Designations, Sales & Marketing Ideas, and more using the search box below.

Enjoy our Financial and Insurance Professionals blog page!

Bud to Boss

The announcements have been made and the congratulations are over?..now what? As a new supervisor, the vast number of decisions you are suddenly facing can be overwhelming. And one of the major reasons first-time supervisors fail is that they are not given adequate training or support. Most companies have some manager training, but it usually falls short, covering just the mechanics of the job. The training doesn't help develop the skills you need be successful: how to communicate with
... More

American Speaker Training Camp

American Speaker Training Camp is a two-day seminar designed to build essential public speaking skills to expand your persuasive power and personal
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Leadership Training Camp

Leadership Training Camp is a two-day event that offers a proven method for developing your leadership skills, while providing you with approaches for applying those skills in today's fast-paced corporate environment. In just 2 days, attendees will:
  • Determine strategies to improve the adaption of organizational changes they are leading.
  • Learn how to identify and communicate more effectively with the four communication styles.
  • Identify at least four specific strategies to
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Overcome The Five Fatal Flaws That Get In The Way Of Near-Miss Reporting

We all know the value of near-miss reporting to an organization's ability to determine exposure to risk and reduce incidents. We do our best to encourage near-miss reporting, record details, and find solutions. We even deploy expensive data management software systems. Yet we still fall short in achieving the results that are either sustainable or significant. It's not the process that inhibits reporting, discouraging participation, and arriving at improvements - rather, it's safety-culture
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Social Media: Putting It To Work For Your Organization

Agenda Day 1
  • 8:30-9am: Registration and Continental Breakfast: 8:30?9 am
  • 9-9:15 am: Welcome and Introductions w/ Jonathan Spector, Chief Executive Officer
  • 9:15-10:15 am: The Facebook Era: Transforming Customers and Employees into Partners - Clara Shih, Chief Executive Officer, Hearsay Labs and Author, The Facebook Era (Prentice Hall 2009)
  • 10:30am- 12 noon: Leveraging Social Media for Better Business Results...Faster and Cheaper w/ Jim
... More

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Recent Blogs

1. Bud to Boss

2. American Speaker Training Camp

3. Leadership Training Camp

4. Overcome The Five Fatal Flaws That Get In The Way Of Near-Miss Reporting

5. Social Media: Putting It To Work For Your Organization

6. Long Distance Relationships: How To Manage Employees From Afar

7. Thank God it's Monday! Transform Dysfunctional Behaviors To Create a Workplace You and Your Customers Love

8. Effectively Influencing Decision Makers: Ensuring That Your Knowledge Makes a Difference

9. Making Sense of Credit Default Swaps

10. Are You Winging It with Your Client Service? Believe Me-Your Clients Can Tell

11. Are You Winging It with Your Client Service? Believe Me-Your Clients Can Tell

12. Cost Recovery: Improve Your Bottom Line without Cutting Costs

13. The Accountability Challenge - Holding Advisors and Agents to High Expectations and Great Results

14. Reaching the Hard-to-Reach, Top-Notch Prospects

15. 10 Proven Ways to Get Referrals Without Asking

16. When And Where To Begin Marketing

17. Finding Great Partners

18. Guerrilla Insights

19. Cost Recovery: Improve Your Bottom Line without Cutting Costs

20. Bank Account Blues

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