When unforeseen events arise, “business as usual” can be thrown for a loop. So in a time when organizations across the world are adjusting to remote work, it’s become even more important for companies to adopt digital strategies to stay connected with their customers. Read More

As an insurance provider, you know how impactful it can be to offer complementary continuing education (CE) to the advisors you work with, but are you also aware of the different ways in which CE can be delivered to attract various types of learners? Read More

To help you get a jump start on planning your compliance training calendar for the year, we’ve identified ten fan-favorite courses from our catalog that correlate with the areas of risk identified in this year’s priorities letters. Read More

Allow us to introduce Super CE, a unique live CE delivery method that grants advisors several hours of CE in just one-hour of classroom time. In this article we discuss what Super CE is, how it works and why advisors prefer taking it over other traditional learning methods. Read More

In this article, we break down the top three reasons webinar CE has become increasingly popular and discuss how this sales strategy can help move your business forward. Read More

As a sales or marketing expert, you know how important it is to be able to showcase the return on investment (ROI) for each marketing/sales push you do, but you don’t always have the right strategy for figuring this out. Read More

Listen, learn and transform the ideas of our clients into truly superior products and services. That’s the goal we set when we launched the User Advisory Group webinar series at the start of 2019, and that’s the mantra we’ve followed to get our system to where it is today. Read More

To kick off 2019, we launched a new Quest CE User Advisory Group intending to better communicate with our client network, gather valuable feedback around our products and make improvements along the way. Read More

This article will breakdown the rule as it affects the employee, the member firm and the external financial institution while explaining how third party vendors can help simplify the outside account management process. Read More

While many of 2019’s focus areas are largely the same as in 2018 (sales practice risks, senior investors, cybersecurity, etc.), FINRA announced it is shifting its focus to include three new areas of concern. Read More