Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms

Do you lack the time and infrastructure to onboard new advisors at the rate your firm needs? Discover how to leverage Learning Management Systems (LMS) for efficient advisor onboarding and development. Join guest host Jennifer Mackert, Chief Operating Officer at C2P, Carl Smith, Ambassador and Mentor at C2P, with guests: James DeLucia of Quest Capital & Risk Management, and Jonathan Medina, of Delello Wealth Management, as they discuss C2P Central's LMS and its role in training new financial advisors. Learn about overcoming onboarding challenges, essential course topics, personalized learning paths, and the importance of mentorship. Gain insights on continuous learning, resource maximization, and career development in the financial advisory field. Tune in for practical advice on effectively training the next generation of advisors using LMS technology.

Resources:

• Book Referenced: You Can't Teach a Kid to Ride a Bike at a Seminar : The Sandler Sales Institute's 7-Step System for Successful Selling
• Training Referenced: The Bucket Plan® 1.0
• Training Referenced: The Tax Management Journey®

For C2P Advisors Only;

• C2P’s LMS: C2P Central
• C2P MentorCONNECT