Get More Cheeks In Rep Meeting Seats

Investment News holds a teleconference about a topic and offers CE credit for those in attendance.

Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.

You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.

What do Investment News and Financial Planning know that you should too?

Offering a way to earn CE credits is a powerful incentive to get more attendees on a call, readers to a publication, or cheeks in the chairs of your meetings.

The problem is not many wholesalers, understandably, want to do the labor intensive work of becoming CE certified.

So what’s the alternative?

I contacted an industry expert on trends in continuing education and trends in financial services, Bill Cooley, President of Success CE to get his thoughts on getting more “cheeks in the seats” at your next meeting.

As a former wholesaler himself, Bill has participated in, and studied the changes regarding successful wholesaling for the last 26 years and he broke it down simply.

“States now have laws requiring courses on Annuity Training, Ethics, LTC, and Suitability (for Insurance, CFP, and Securities License renewal)”, he said. “And, analogous to auto insurance, it’s a must have versus a nice to have.

Bill added, “Advisors either stay current with their CE requirements or they have to stop writing business.”

Bill then told me about a customizable CE card. “We recommend offering advisors Insurance, CFP, CLU/ChFC, and CIMA continuing education credits for these advisor required courses using a Customized CE Credit Card”, he said.

“It’s like a wholesaler business card with free CE for the advisor attached.”

Want more cheeks in the seats of your next meeting? Investigate the CE Credit Card at SuccessCE.com and download their catalog, or e-mail Bill directly at BCooley@SuccessCE.com. Be sure to mention Wholesaler Masterminds for a 20% discount.

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