FSEdNet is a virtual, on-demand video based platform offering hundreds of individual training session designed to instill confidence by building competence in all levels of associates to the financial services industry. FSEdNet primarily focuses on the fundamentals of the financial services industry which due to both cost and time restrictions have become the missing link in recent years.
FSEdNet is designed to help launch, retool or re-energize associates in an effort to improve retention and productivity in a very cost and time efficient way. A lack of productivity normally stems from a lack of activity due to a lack of relationships.
FSEdNet platform provides a step by step curriculum in the essential skills, knowledge and habits that normally cause this lack of relationships and as a result builds confidence by providing understanding and competence. It is an easy resource to come back to when activity or effectiveness is off track with our mobile applications which can deliver the entire curriculum on any Apple, Android or Blackberry device.
FSEdNet is designed to supplement your firm and company’s training programs not to replace them. Unless otherwise requested, sales systems and fact finding training are not part of FSEdNet; each firm and/or company normally has their own systems and FSEdNet is designed to supplement any program. FSEdNet will support eMoney, LEAP, Kinder’s, Profiles, Sandlers and any other sales and marketing system.
FSEdNet is primarily designed to help launch new associates in their first three to four years in the financial services industry by providing them with the essential blocking and tackling skills and knowledge. FSEdNet is also very effective in the transition of new representatives from the banking, wirehouse or independent firms who primarily focused on investment sales.
In addition, problems of existing associates who are struggling with activity and building a clientele normally find that their issues are related back to not performing the essential activity of a successful associate, which is caused by a lack of confidence, a lack of knowledge or a fear of looking incompetent. FSEdNet can help.
Building sales teams have become a key component of many successful firms, and our platform will help deliver the foundational concepts and knowledge that many mentors do not have the time to train on. Finally, developing staff, interns and junior associates is critical for any firm, agency or producer. FSEdNet can help facilitate their education and knowledge in the essential and fundamental understanding of clients and prospects.
FSEdNet is a foundational program to help launch or re-energize associates in the basic knowledge, skills, and habits, it is not to replace firm, agency or company training, nor is it to replace LUTC, CFP, CLU, ChFC, CLTC education, and knowledge, it is to provide a basic understanding on which to build a relationship of understanding with clients and prospects.
Our sessions average less than 10 minutes in length (actually just over 8 1/2 minutes) and sessions have a fill in the blank participant’s worksheet. All sessions can be viewed on any Apple, Android or Blackberry mobile phone or tablet. Just go to the Apple App Store or Google Play to download the FSEdNet app.
Unfortunately, associates and managers either do not like to read or do not have the time to read. By providing a totally video based curriculum with 24/7 access, a manager can prepare easily for a training class, or an associate can work around their business and personal life commitments with our bite-size pieces of wisdom.
FSEdNet is a virtual, anytime, anywhere on any device video based platform allowing 24/7 access 365 days a year. Each associate, staff, intern and manager is given their own access code, which remains live unless they leave your affiliation. It can play on any computer, Smartphone, Smart Pad or even your X-Box as long as it has access to the internet.
Download our “FSEdNet” app from Google Play or the Apple App Store for your mobile phone or tablet today.
FSEdNet is divided into four separate and distinct disciplines, each having its own purpose and agenda.
Cornerstones of Financial Services – focuses on the habits and skills that a new associate must understand, then develop and finally put into action in order to be successful in building and keeping relationships with clients and potential prospects.
Foundations of Financial Services – provides the conceptual understanding and foundational knowledge of products, services, programs and governmental systems that today’s consumers have, wants, needs or faces. This fundamental overview builds confidence in the associate’s own ability and removes their fear to ask questions, build understanding, recognize opportunities as well as challenges and establish a relevant and meaningful relationship with both clients and prospects. Better fact finding skills will be just one of the results from this discipline.
Fundamentals of Financial Services – provides the groundwork of understanding of three key marketplaces within the financial services industry: Estate Related Planning Strategies, working with Business Owners and Retirement Challenges and Opportunities. In addition, a conceptual understanding of the different generational buying consumer of financial services product by age, life experiences, communication preferences and buying styles and patterns.
Basics of Investing – provides the groundwork of understanding for newly licensed securities representatives. Focusing in on the fundamental concepts, programs, and products to supplement your firms and broker-dealer’s training in the art of investing and investment products.
If you are hiring new associates then the time to start is now. No associate has ever failed out of the financial services industry because they could not explain reverse split dollar, they have failed because of a lack of income due to a lack of activity. FSEdNet can help. It is time to turn potential into reality. Contact us for a private tour of our site and trial period access to FSEdNet.
Learning can happen anywhere, whether on the computer or on the go, with our mobile app for
“FSEdNet is a game-changing strategy to help with the education of new advisors in the business. The key to any training is to focus on being brilliant on the basics. Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”
J. Christopher Noonan, CLU, ChFC Regional President & Divisional Executive VP, Equitable-Advisors LLC
"FSEdNet's delivery process and information will help your advisors become more confident in front of clients."
“NAIFA is excited to partner with FSEdNet to create the NAIFA Learning Center. We value the breadth and depth of educational content relevant for all practice specialties and the ease of access on multiple devices to the online video content. Core to NAIFA’s mission is delivery of critical training and professional support to our members—this program is a key component in meeting that objective.”
"The best I have ever seen. Clear, concise and relevant - a platform that really makes a difference."
"FSEdNet is a comprehensive online resource that is filled with practical and actionable content. It provides its user with the fundamentals, as well as advanced learnings, for a successful financial services career."
"FSEdNet will engage your new advisors and staff in a new innovative way. Associates will absorb the basics and master the fundamentals through this connected learning platform."
"LIMRA research has found that young advisors integrate technology into all aspects of their practice. FSEdNet provides basic "blocking and tackle" training in an innovative and contemporary way, which resonates with today's financial professionals. Not just for agents and advisors, it's an invaluable part of my onboarding of new LIMRA research professionals - FSEdNet really delivers."
"The Financial Services Educational Network, from the genius of Dick Cleary, is something this industry has needed for a long time. It is for many advisors, the missing piece.
Harry P. Hoopis, CEO, Hoopis Performance Network, Hall of Fame
“FSEdNet is a game-changing strategy to help with the education of new advisors in the business. The key to any training is to focus on being brilliant on the basics. Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”
Mark Rooney, CFP, ChFC, CLU Equitable-Advisors, LLC, Hall of Fame Recipient
“FSEdNet has allowed us to focus on what we do best: find, recruit, select and train the future of our industry. It provides excellent education, so our leadership team can do what they do best and that is joint work with our newest advisors. I would strongly encourage any firm to embrace this as it will impact productivity.”
Ed Deutschlander, CLU, CLF, CEO, North Star Resource Group
"Bring back the basic training our agents need is the passion and commitment that Dick has made to the industry. As a long-standing professional in our business, he is well positioned to deliver the right product at the right time.
"I have been in the industry many years. FSEdNet is one of the most comprehensive educational tools to help new reps get off to a successful start and for developing reps to build and grow their business in years 2, 3, 4 and after. The ability to have this information at your fingertips, anytime, anywhere, on any device, 24/7 is truly a must-have for today's financial professional.”
Fred Walker, VP of Professional Development, Transamerica Agency Network
“At the Great Basin Agency of American National, we use FSEdNet faithfully. We find the product they have, and the support of Dick Cleary and his team is amazing, this is one of the best training tools we have or have ever had. The sales training and education are for agents and staff at all levels of their careers."
Ken Gallacher, CLU, ChFC, FSS, LUTCF, LACP and Thresa (Terry) Cochran, CLU, ChFC, CLF, FSS, LACP - General Agent, American National
"A revolutionary strategy to help train and develop your producers, regardless of experience. To make an impact, it must be simple to understand and use, and that is exactly what FSEdNet does. This turn-key educational platform will add true value to your value proposition, and will separate you from the competition."
Dan LaBert, CEO, NAILBA - National Association of Independent Life Brokerage Agencies.
"Opening Up the library of videos offered on FSEdNet for our agents provides an immediate resource that supports the new agent experience after initial training and adds to that knowledge base in all areas. Not only do the new agents benefit, but veteran agents can add to or be reminded of information that helps them focus on improving results."
Mike Catania, Ph.D., Director of Learning Management Field Development, Bankers Life and Casualty Company
“Having been in the industry over 30 years, I can honestly say that FSEdNet is a game changer for improving retention, growing rep productivity and developing a highly trained sales force. I was exposed to Dick Cleary and FSEdNet in another life prior to being with AAA Life and I was very pleased to have the opportunity to introduce an entirely new field force to this awesome tool! We have used it as the foundation to build our training program. I would highly recommend FSEdNet to anyone!”
- Allen Jackson LUTCF, FSCP, Vice president of Agent Distribution, AAA Life Insurance Company
“FSEdNet has been the game changer we needed for our General Agents. It is the perfect tool they needed to make their training programs A+.”
Todd Scott, Manager Practice Management & Development, AMERITAS
“We needed to completely update our agent and management development and training platforms. FSEdNet was a perfect fit that did not take additional resources to write, develop and implement the changes we needed. We now incorporate the management training program of FSLEdNet into our weekly development calls with all our entire field leadership team and incorporated FSEdNet into our new agent training program” - Damian Salvi, Senior Vice President
"Just a quick comment of appreciation for your FSEdNet. We have been so pleased and impressed with your training program. It has helped our advisors at all different levels in many different areas of your curriculum. It is concise, effective, and easy to use. And you and your team have been incredibly responsive whenever we have a question or a thought."
James Meehan, Managing Partner at 1847Financial, Penn Mutual
"FSEdNet has provided us with the foundation we needed to strengthen our Field Force training programs. The courses have provided us with the basics that would have taken us a very long time to develop on our own. The structure of the videos and worksheets helps to improve retention and develop a skilled workforce. I would highly recommend FSEdNet!"
Beth Jones, Director of Field Force Training Development, First Command Financial Services.
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