“The Grass Isn’t Any Greener On the Other
Side – It’s Just Green Where You Water It”
They say in life that we never stop learning. This is also true for the financial services industry. Employees will seek opportunities elsewhere if they are not provided with opportunities to learn, grow and develop. Gallup reported that 87 percent of Millennials rate professional growth and development opportunities as important in their jobs. And it’s not just a Millennial priority; 69 percent of non-Millennials ranked it the same. A lack of ongoing training for new employees can lead to occupational apathy, poor performance, and turnover.
In a study of what motivates employees, money ranked seventh on the list. The top five motivators were peer motivation, an intrinsic desire to do a good job, feeling recognized and encouraged, having a real impact and growing professionally. Training and development impact all of these factors.
The Chartered Institute of Personnel and Development reported that 60 percent of employees would rather stay with an employer who invests in them and their professional development than work for an employer who pays more but does not invest in their future.
How would you rank your employee training platform? Does it include everyone in your organization, including staff? Does it deliver the material in a meaningful way that fits their lifestyles and their learning preferences?
Financial literacy programs are quickly becoming a valuable employee benefit. In fact, in recent years, many corporate human resource departments have recognized the importance of providing their employees with a financial literacy education in the workplace. An Aon Hewitt study revealed that 93 percent of 250 employers surveyed said they need to do more to help employees’ financial well-being than just providing 401(k) matching.
Today’s employees also require a different kind of financial literacy education — one that provides employees with guidance on how to educate their children and grandchildren on money matters.
Just as conventional company benefits, such as health insurance and 401(k) plan matching, enhance the overall well-being of an employee’s family, companies can provide financial literacy education programs to benefit their employees’ entire families as well.
FSEdNet is delivered in an easy-to-understand format that addresses the consumer directly, with the fundamental basics of financial learning at its core.
Today, more financial services organizations are recognizing that their employees are not getting the critical training and ongoing development that is necessary to help them grow within their roles and careers.
One hallmark of the Millennial generation is that they tend to change jobs more frequently than previous generations. Some people say this is just in their DNA. But we believe that providing adequate training can reduce the high turnover of Millennials with great potential. Retaining valuable employees saves companies time, money and frustration for all parties concerned, and it helps build our future company leadership.
This is why we created FSLEdNet (the Financial Services Staff Educational Network). We provide training and development in a manner that resonates with Millennials. Books and workbooks were Baby Boomer things. The next generations — Gen X, Y and Z — didn’t learn that way in school, so why should we expect them to learn that way now?
FSSEdNet provides a step-by-step curriculum for launching a new role or career. It’s an unmatched resource in understanding financial services ideas, products, techniques and concepts. The time has come to say, “Enough is enough!” The time has come for FSSEdNet.
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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