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Month: February 2013

Keys for Developing the Competencies of Front-Line Financial Advisors

By David Greene | February 19, 2013

The landscape in which financial advisors must compete to earn the business of consumers is more competitive than ever.  In this integrated marketplace, small and large Financial Services firms are competing to offer integrated, holistic solutions to their client-base.  This leads to the dilemma ALL financial services firms are striving to solve: How do we…

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eLearning Trends in Financial Services

By David Greene | February 19, 2013

In this tight economy, learning departments of Financial Services firms are looking for creative, cost-effective ways to add value to the business line. Many of them are turning to eLearning for the technical and skill development their professionals need; while others, especially smaller organizations, are reluctant to utilize eLearning due to perceived barriers to adoption.…

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