This comprehensive three-day course is designed for producers in their first year in the financial services industry. It focuses on building the skills necessary to effectively run a business practice — including analyzing the business environment, coping with change, planning, solving problems, analyzing performance, time management, decision making, and organizational skills. It also features sessions on finance and marketing, and concludes with topics such as business ethics, interpersonal skills, and having an entrepreneurial spirit.
Available in English and Spanish.
Building the Base