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Our Blog

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
2/15/2010

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
2/15/2010

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


Leadership Training Camp
9/3/2009

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
... More


Overcome The Five Fatal Flaws That Get In The Way Of Near-Miss Reporting
8/20/2009

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
... More


Social Media: Putting It To Work For Your Organization
8/18/2009

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



Feature Items
Insurance License
Securities Licensing
Earn Your CFP
Communication Skills For Women
Communication Skills For Women
How To Conduct A Good Performance Review
How To Conduct A Good Performance Review
How To Plan & Hold Effective Meetings
How To Plan & Hold Effective Meetings
Avoiding The Minefields Of Background Checking
Avoiding The Minefields Of Background Checking
Facebook Essentials: How to Establish & Manage Your Company's Facebook Presence
Facebook Essentials: How to Establish & Manage Your Company's Facebook Presence
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
CPCU
Accredited Investment Fiduciary
AIC
Guerilla Marketing
CSA Certified Senior Advisor
Audio Review for the CFP® - MP3 Download for March 2010 Exam
Audio Review for the CFP® - MP3 Download for March 2010 Exam
Licensing/Designations
Financial Advisor Certifications / Designations Illinois Insurance Licensing Accredited Investment Fiduciary Analyst (AIFA)
FINRA Licensing Indiana Insurance License Associate In Claims (AIC)
Series 3 License Iowa Insurance License Associate in Commercial Underwriting (AU)
Series 4 License Kansas Insurance License Associate in Fidelity and Surety Bonding (AFSB)
Series 6 License Kentucky Insurance License Associate in Information Technology (AIT)
Series 7 License Louisiana Insurance License Associate in Insurance Accounting and Finance (AIAF)
Series 9 License Maine Insurance License Associate in Insurance Services (AIS)
Series 10 License Maryland Insurance License Associate in Marine Insurance Management (AMIM)
Series 11 License Massachusetts Insurance License Associate in Personal Insurance (API)
Series 24 License Michigan Insurance License Associate in Premium Auditing (APA)
Series 26 License Minnesota Insurance License Associate in Regulation and Compliance (ARC)
Series 27 License Mississippi Insurance License Associate in Reinsurance (ARe)
Series 28 License Missouri Insurance License Associate In Risk Management (ARM)
Series 30 License Montana Insurance License Associate in Surplus Lines Insurance (ASLI)
Series 31 License Nebraska Insurance License Certified Estate Planner (BCE)
Series 32 License Nevada Insurance License Certificate in General Insurance (INS)
Series 37 License New Hampshire Insurance License Certified Annuity Specialist (CAS)
Series 38 License New Jersey Insurance License Certified College Planning Specialist (CCPS)
Series 51 License New Mexico Insurance License Certified Enrollment Specialist (CES)
Series 53 License New York Insurance License Certified Financial Divorce Practitioner (CFDP)
Series 55 License North Carolina Insurance License Certified Financial Planner (CFP)
Series 62 License North Dakota Insurance License Certified Financial Planner (CFP) Review Courses
Series 63 License Ohio Insurance License Certified Funds Specialist (CFS)
Series 65 License Oklahoma Insurance License Certified Income Specialist (CIS)
Series 66 License Oregon Insurance License Certified Insurance Counselor (CIC)
Series 79 License Pennsylvania Insurance License Certified Reverse Mortgage Advisor™ (CRMA)
Insurance Certifications / Designations Rhode Island Insurance License Certified Senior Advisor (CSA)
Insurance Licensing South Carolina Insurance License Certified Tax Specialist (CTS)
Alabama Insurance License South Dakota Insurance License Chartered Advisor for Senior Living (CASL)
Alaska Insurance License Tennessee Insurance License Chartered Financial Analyst (CFA)
Arizona Insurance License Texas Insurance Licensing Chartered Financial Consultant (ChFC)
Arkansas Insurance License Utah Insurance License Chartered Life Underwriter (CLU)
California Insurance License Vermont Insurance License Chartered P&C Underwriter (CPCU)
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Connecticut Insurance Licensing Washington Insurance License Qualified Financial Advisor (QFA)
DC Insurance License West Virginia Insurance License Registered Employee Benefits Consultant (REBC)
Delaware Insurance License Wisconsin Insurance License Registered Financial Consultant (RFC)
Florida Insurance License Wyoming Insurance License Registered Health Underwriter (RHU)
Georgia Insurance License Accredited Adviser in Insurance (AAI) Workers Compensation Specialist (WCS)
Hawaii Insurance License Accelerated Certificate In Financial Planning Steps For Earning The CFA Designation
Idaho Insurance License Accredited Investment Fiduciary® (AIF®) Steps For Earning The CFP Designation
Professional Development
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ADA Estate Planning PHR/SPHR Re-Certification
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