Idea Categories
Monthly Calls for Financial Advisors
I have launched a Speakers Series whose purpose is to educate financial advisors on a range of topics that can help them better serve their clients. Expert spealers are used to provide the educational content and know-how, The calls typically last 50-60 minutes, after whcih the speaker will take questions.
Wherever possible, the presentations are approved for use as a continuing education credit for Certified Financial Planners. The calls are recorded and available throughout the My Sales Ally site. Topics covered thus far include:
- The Differences between Medicare and Medicaid (One CE Credit for CFPs)
- Long Term Care Insurance Strategies (One CE Credit for CFPS)
- College Savings, Scholarshgips, Grants and More (1.5 CE Credits for CFPS)
Future CallsI will also host speakers that address other areas of interest to financial advisors, namely business development, Internet lead generation, FINRA compliance, etc...Suggestions for futre topics are welcome, and, of course, please feel free to call ($12) 441-1272 if you have any questions.
