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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
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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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Recent Blogs

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

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

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

4. Making Sense of Credit Default Swaps

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

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

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

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

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

10. 10 Proven Ways to Get Referrals Without Asking

11. When And Where To Begin Marketing

12. Finding Great Partners

13. Guerrilla Insights

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

15. Bank Account Blues

16. Don't Delegate More-Delegate More Effectively

17. Creating a Great Rest of Your Life

18. Becoming a Soft-Side Accountant

19. Bad Behavior

20. Are You Driving Your Boss Crazy?



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Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
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Audio Review for the CFP® - MP3 Download for July 2009 Exam
Audio Review for the CFP® - MP3 Download for July 2009 Exam
Public Adjusters Licensing Textbook & Online Practice Exam Package
Public Adjusters Licensing Textbook & Online Practice Exam Package
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HP 12C Calculator Class
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Accredited Investment Fiduciary (AIF) Web-based Program
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Certified College Planning Specialist (CCPS) Designation
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Certified Tax Specialist (CTS)
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COBRA Compliance and Legislative Review
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Retirement Income Specialist (RIS)
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Financial Advisor Certifications / Designations Iowa Insurance License Associate in Information Technology (AIT)
FINRA Licensing Kansas Insurance License Associate in Insurance Accounting and Finance (AIAF)
Series 3 License Kentucky Insurance License Associate in Insurance Services (AIS)
Series 4 License Louisiana Insurance License Associate in Marine Insurance Management (AMIM)
Series 6 License Maine Insurance License Associate in Personal Insurance (API)
Series 7 License Maryland Insurance License Associate in Premium Auditing (APA)
Series 9 License Massachusetts Insurance License Associate in Regulation and Compliance (ARC)
Series 10 License Michigan Insurance License Associate in Reinsurance (ARe)
Series 11 License Minnesota Insurance License Associate In Risk Management (ARM)
Series 14 License Mississippi Insurance License Associate in Surplus Lines Insurance (ASLI)
Series 23 License Missouri Insurance License Certified Estate Planner (BCE)
Series 24 License Montana Insurance License Certificate in General Insurance (INS)
Series 26 License Nebraska Insurance License Certified Annuity Specialist (CAS)
Series 27 License Nevada Insurance License Certified College Planning Specialist (CCPS)
Series 28 License New Hampshire Insurance License Certified Employee Benefits Specialist (CEBS)
Series 30 License New Jersey Insurance License Certified Enrollment Specialist (CES)
Series 31 License New Mexico Insurance License Certified Financial Divorce Practitioner (CFDP)
Series 32 License New York Insurance License Certified Financial Planner (CFP)
Series 37 License North Carolina Insurance License Certified Financial Planner (CFP) Review Courses
Series 38 License North Dakota Insurance License Certified Funds Specialist (CFS)
Series 51 License Ohio Insurance License Certified Insurance Counselor (CIC)
Series 53 License Oklahoma Insurance License Certified Reverse Mortgage Advisor™ (CRMA)
Series 55 License Oregon Insurance License Certified Senior Advisor (CSA)
Series 62 License Pennsylvania Insurance License Certified Tax Specialist (CTS)
Series 63 License Rhode Island Insurance License Certified Wealth Preservation Planner (CWPP)
Series 65 License South Carolina Insurance License Chartered Advisor for Senior Living (CASL)
Series 66 License South Dakota Insurance License Chartered Financial Analyst (CFA)
Series 87 License Tennessee Insurance License Chartered Financial Consultant (ChFC)
Insurance Certifications / Designations Texas Insurance Licensing Chartered Life Underwriter (CLU)
Insurance Licensing Utah Insurance License Chartered P&C Underwriter (CPCU)
Alabama Insurance License Vermont Insurance License Commercial Lines Coverage Specialist (CLCS)
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California Insurance License West Virginia Insurance License Qualified Financial Advisor (QFA)
Colorado Insurance License Wisconsin Insurance License Registered Employee Benefits Consultant (REBC)
Connecticut Insurance Licensing Wyoming Insurance License Registered Financial Consultant (RFC)
Delaware Insurance License Accredited Adviser in Insurance (AAI) Registered Health Underwriter (RHU)
Florida Insurance License Accelerated Certificate In Financial Planning Retirement Income Specialist (RIS)
Georgia Insurance License Accredited Investment Fiduciary (AIF) Retirement Plans Associate (RPA®)
Hawaii Insurance License Accredited Investment Fiduciary Analyst (AIFA) Steps For Earning The CFA Designation
Idaho Insurance License Associate In Claims (AIC) Steps For Earning The CFP Designation
Illinois Insurance Licensing Associate in Commercial Underwriting (AU)  
Indiana Insurance License Associate in Fidelity and Surety Bonding (AFSB)  
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