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Course Catalog Go Back to Main Catalog Page Self-Awareness & Self-Disciplines of a Leader Setting Expectations to Drive Behavior Accountability Coaching Best Practices How to Conduct a Coaching Conversation Understanding Mentoring - Basic Development - Coaching Cross-Selling: Factfinding and Protection Products Helping Your Advisors with Goal Setting Why Advisors Typically Fail Development - Training Considering a Career in Leadership Emerging Leaders: Keys to Effective Leadership Time Management Concepts and Techniques Leader Philosophy Cultivating Potential Recruits Over Time Diversity Recruiting Ideal Candidate Profile and Centers of Influence Recruiting Finding - General Understanding Sourcing for Potential Recruits Recruiting - Finding Best Practices for Onboarding New Advisors Creating High Performance Expectations Joint Field Work Best Practices Recruiting - Momentum Building Selecting Top Performers Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page The Art The Science A Leader's Philosophy The Art - Classics The Science - Classics Classics The Art - Foundational Principles of Leadership - General The Art - Foundational Principles of Leadership - Office Systems and Processes The Art - Foundational Principles of Leadership - Visions, Missions, Value Proposition The Science - Foundational Principles of Leadership - Creating a Collaborative Environment The Science - Foundational Principles of Leadership - General The Science - Foundational Principles of Leadership - Office Systems and Processes The Science - Foundational Principles of Leadership - Utilizing Resources The Science - Foundational Principles of Leadership - Visions, Missions, Value Proposition Foundational Principles of Leadership The Science Pre-Management Orientation The Art - The Accountability Process - Activity Monitoring The Science - The Accountability Process - Activity Monitoring The Science - The Accountability Process - General The Science - The Accountability Process - The Power of Goals The Accountability Process The Science - The Alternative Distribution Process - Banking The Science - The Alternative Distribution Process - Multi-Line Firms The Science - The Alternative Distribution Process - Wholesaler The Alternative Distribution Process The Art - The Development Process - Experienced Associates The Art - The Development Process - General The Art - The Development Process - Ongoing Training & Development The Art - The Development Process - Production Growth The Science - The Development Process - Building Markets The Science - The Development Process - Experienced Associates The Science - The Development Process - General The Science - The Development Process - Inexperienced Associates The Science - The Development Process - Management Teams The Science - The Development Process - Ongoing Training & Development The Science - The Development Process - Production Growth The Science - The Development Process - Staff, Functional Specialists and Contingency Planning The Development Process The Art - The Recruiting Process - General The Art - The Recruiting Process - The Finding Stage The Art - The Recruiting Process - The Momentum Building Stage The Art - The Recruiting Process - The Selection Stage The Science - The Recruiting Process - General The Science - The Recruiting Process - The Finding Stage The Science - The Recruiting Process - The Momentum Building Stage The Science - The Recruiting Process - The Selection Stage The Recruiting Process EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Holding Experienced Advisors Accountable Holding Staff Members and Specialists Accountable Holding Your Leaders Accountable Accountability Coaching Best Practices Development - Coaching Engaging in Asian, Latino and LBGT+ Communities Understanding Organizational Diversity and Inclusion Development - Collaboration Developing an Activity Coaching System for the 1st 90 Days Development - Momentum Building Best Practices for Continuous Improvement Best Practices for Designing Sales Contests Best Practices for Leading Others Creating a Development Strategy Creating Study Groups in Your Organization Developing a Specialist Program Development Training: General Keys to Hiring Great Staff Underwriting Best Practices for an Organization Development - Training Building Firms by Creating Capacity Developing Your Leaders Harry Hoopis' Simple Rules of Life Keys to Building an Agency Keys to Effective Change Management Leadership Insights from GAMA Hall of Fame Members Leadership Insights from Ron Rosbruch - GAMA Hall of Fame Leveraging Resources to Build Your Organization Three Hero Habits: The Guide to Thriving in Business and Life Leader Philosophy Attracting Experienced Independent Advisors Developing Your Value Proposition for Experienced Independent Advisors Sourcing Independent Experienced Advisors Strategies for Recruiting Independent Experienced Advisors Recruiting - Finding Excelling: Recruiting - General Identifying and Developing a Recruiter Recruiting - General Understanding Momentum Building for Top Performers Recruiting - Momentum Building Identifying Leadership Potential Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Accountability and Difficult Conversations Best Practices on Terminating Underperformers Creating a Culture of High Expectations & Accountability Driving Behavior through Expectations and Accountability Performance Indicators and the GAP Analysis Conversation Accountability Coaching Tips and Best Practices Three Levels of Training Interaction: Coach and Consultant Phase Development - Coaching Best Practices for Recruiting Women Educating Yourself on Diversity and Inclusion Practical Tips for Diversity & Inclusion Understanding Implicit Bias Understanding Organizational Diversity and Inclusion Development - Collaboration Building a New Team Building Effective Teams Creating a Team Selling Model Creating Development Plans Creating Study Groups in Your Organization Development Training - General Development - Training Developing Your Organization's Culture Developing Your Vision, Mission and Value Proposition Growing Your Team of Leaders Leader Philosophy Creating an Ideal Candidate Profile Differentiating Your Brand to Attract Top Performers Diversity Recruiting Generating Advisor and Center of Influence Referrals Recruiting Finding - General Recruiting Militaty Veterans Recruiting Millennials and the Next Generation Recruiting Recent College Graduates and Campus Recruiting Recruiting Top Performers The Three R's of Agency Building Recruiting - Finding ALPS Leadership Principles for Success Best Practices for the Recruiting Process Developing a Recruiting Culture Recruiting and Selection Insights from the GAMA Hall of Fame Recruiting - General Onboarding and Building Momentum with Experienced New Advisors Understanding Onboarding and Momentum Building for New Advisors Recruiting - Momentum Building How to Determine When Someone Is Not a Fit How to Screen an Experienced Candidate Selecting Top Performers The Science of Selection Tips and Best Practices for Selection Understanding Recruiting Activity Utilizing Reverse Selling in Selection Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalogue Go Back to Main Catalog Page None Get Started Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Accountability and Difficult Conversations Performance Indicators and the GAP Analysis Conversation Setting Expectations to Drive Behavior Accountability Coaching Best Practices How to Conduct a Coaching Conversation Tactical Strategies for Coaching Advisors Three Levels of Training Interaction - Coaching & Consulting Phase Understanding Mentoring - Intermediate Development - Coaching Developing Training - General Helping Your Advisors with Goal Setting Planning and Debriefing Sales Appointments Three Levels of Training Interaction: The COP Phase Training Your Advisors on Marketing Why Advisors Typically Fail Development-Training Creating and Delivering Your Value Proposition Developing Leaders: Keys to Effective Leadership The Leadership Mindset and Insights Time Management Concepts and Techniques Leader Philosophy Compensation and Benefits Cultivating Potential Recruits Over Time Developing an Ideal Candidate Profile Developing Your Message to Attract Top Performers Diversity Recruiting Generating Advisor Referrals and Developing Centers of Influence Recruiting and Selecting College Graduates Understanding Sourcing for Potential Recruits Recruiting - Finding Approaches to Increase Productivity Understanding Joint Work Best Practices Understanding Onboarding and Momentum Building for New Advisors Recruiting - Momentum Building How to Conduct an Initial Recruiting Interview How to Determine When Someone Is Not a Fit Selecting Top Performers Utilizing Reverse Selling in Selection Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Classroom Training Accountability: Navigating Ownership, Consequences, and Difficult Conversations Attracting New Candidates: Distinguishing By How, Not What Conducting a Coaching Conversation Creating and Delivering Your Value Proposition Developing an Ideal Candidate Profile Generating Advisor Referrals and Developing Centers of Influence Mastering Time Management Concepts and Practices Momentum Building For New Advisors Optimizing Joint Field Work: Guidelines, Planning, and Debriefing Selecting Top Performers Sourcing Candidates By Personal Observation Strategies for Coaching Advisors Classroom Training: Developing Leaders Developing the Ideal Candidate Profile Guidelines, Planning, and Debriefing fro Effective Joint Field Work How to Have a Coaching Conversation Key Traits of Top Performers Leadership Mindset, Roles and Responsibilities Mastering Self-Discipline for Transformational Leadership Mastering Time Management: Concepts and Practices Mentoring Essentials: An Overview and Its Benefits Referral Recruiting: Brainstorming and Building Influence Networks Secrets to Effective Goal Setting Understanding Why Advisors Fail and How to Help Them Succeed Unlocking the Skill of Personal Observation Classroom Training: Emerging Leaders Facilitator Guides: Accountability Facilitator Guides: Development - Coaching Facilitator Guides: Development - Training Facilitator Guides: Leader Philosophy Facilitator Guides: Recruiting - Finding Facilitator Guides: Recruiting - Momentum Building Facilitator Guides: Recruiting-Selection EDGE Facilitator Guides Developing Leaders: Month 1 Developing Leaders: Month 2 Developing Leaders: Month 3 Developing Leaders: Month 4 Developing Leaders: Month 5 Developing Leaders: Month 6 Leadership Roadmap: Developing Leaders Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Leadership Roadmaps: Growing Recruiting Buddy Systems Assessments EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Close the Deal: Unleashing the Power of Persuasion Conquering the Fear: Building Referral Confidence Critical Questions, Critical Connections: The Art of Factfinding Prospecting Mastery: The Referral Riches Blueprint The Basics of Networking & Business Development Elevate Your Skills & Mindset Activity Management PRO Closing PRO Factfinding PRO Life Insurance PRO Networking PRO Prospecting PRO Sales Psychology PRO Social Media PRO Social Selling PRO Telephoning PRO HPN Pro Series Perspectives: Closing Perspectives: Factfinding Perspectives: Leadership - Coaching & Accountability Perspectives: Leadership - Diversity & Inclusion Perspectives: Leadership - Recruiting & Selection Perspectives: Leadership - Training & Development Perspectives: Marketing Perspectives: Motivation Perspectives: Practice Management Perspectives: Product Knowledge Perspectives: Prospecting Perspectives: Sales Psychology Perspectives: Telephoning Perspectives: The Power of Diversity in Our Industry Log in now to view this course Role Play Demonstrations for Advisors Intern Learning Path: New Advisor Learning Path: Career-Changer Learning Path: Future Leader Advisor Learning Path: High-Performance Advisor Learning Path: Intern Advisor Learning Path: Investment-Focused Advisor Learning Path: Life Insurance-Focused Advisor Learning Path: New Advisor Learning Path: Reigniting Advisor Learning Path: Relationship-Focused Advisor Learning Path: Tech-Forward Advisor Tailored Learning Paths Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Client Appreciation Events Client Segmentation: Identifying Growth Opportunities in Your Book of Business Cross-Selling Marketing 101 - Client Segmentation Cross-Selling Marketing 201 - Cross-Selling Clients Cross-Selling Marketing 301 Leveraging Resources to Build an Exciting Client Experience Newest Cross Selling Videos Cross-Selling Log in now to view this course Perspectives: Marketing Social Media 101 Social Media 201 Social Media 301 Social Selling PRO Social Media Client Appreciation Events Is Your Target Market Really Your Target Market? Marketing to the Affluent 101 Marketing to the Affluent 201 Marketing to the Affluent 301 Newest Target Marketing Videos Target Marketing 101 Target Marketing 201 Target Marketing 301 Understanding The NIL Opportunity Working in the Medical Market Target Marketing Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Course Catalog Go Back to Main Catalog Page Connecting with the Power of Your Why Developing Conviction for the Business Developing Positive Energy Field-Tested Interview with George McGuire: Four-Part Series Life Happens: Real Life Stories Motivation Articles Newest Motivation Videos Overcoming Rejection & Adversity Peak Performance Psychology Perspectives: Motivation The Joe Jordan Series The Psychology of Motivation Training Your Mind to Recall Women in Financial Services All Motivation Courses Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial