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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!


Long Distance Relationships: How To Manage Employees From Afar
6/24/2009

An increasingly global and remote workforce has challenged the management skills of supervisors and HR professionals like never before. How can today's professional successfully retain and be accountable for the productivity of employees who are miles - or a world - away? In this session, attendees will learn how to manage employee performance, develop communications strategies and build virtual teams, as well as how to use additional resources, such as an employee assistance program, to
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Thank God it's Monday! Transform Dysfunctional Behaviors To Create a Workplace You and Your Customers Love
6/18/2009

Do you remember your first day at work? You had the intention to set the world on fire. But within a few days, you discovered you worked with people with "issues" - whiners, gossips, excuse crafters - and they were shooting wildly for mediocrity. And then it happened. Within a few short weeks, you lowered your standards and you've been selling yourself short ever since. Think about your organization-do people say TGIF or TGIM? A Thank God It's FRIDAY culture is filled with employees who
... More


Effectively Influencing Decision Makers: Ensuring That Your Knowledge Makes a Difference
5/14/2009

Peter Drucker has written extensively about the impact of the knowledge worker in modern organizations. Knowledge workers can be defined as people who know more about what they are doing than their managers do. Many knowledge workers have years of education and experience in training for their positions, yet have almost no training in how to effectively influence decision makers. As Peter has noted, 'The greatest wisdom not applied to action and behavior is meaningless data.'

The ten
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Making Sense of Credit Default Swaps
5/12/2009

Making Sense of Credit Default Swaps - new one day
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Are You Winging It with Your Client Service? Believe Me-Your Clients Can Tell
5/10/2009

Three Types of Client Interaction
  1. Transactional - You and your staff must have systems and standards in place that allow you to deliver superior transactional service. Good systems will keep you from making mistakes. Good standards will ensure proper response times. Great transactional service should be a given. Every one of your clients expects this from you. And, as important as this is, it won't create true client loyalty or generate referrals.

  2. Value Added - Here's
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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

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