In this article, we share how the various continuing education (CE) delivery methods can be utilized to attract advisors at all stages of the sales funnel. Is your goal to attract more leads? Convert more new business? Or retain loyal customers? No matter where they are in their buyer journey, we have the tools you need to transition cold leads into brand loyalists.  Read More

QuestTrak is the perfect tool for organizing, managing, implementing, and tracking all things related to your firm’s continuing education (CE) program. However, like your home, your account may need a good “spring cleaning” every now-and-again. Not only that, but this time of year is perfect for getting your account prepped for any upcoming CE events. Read More

Although it’s always the goal to fill the seats for you live webinar, the allure of your content shouldn’t stop after the live session. Keep the webinar top-of-mind by giving advisors the option to earn designation CE credit just for tuning into your recording. Read More

Data Privacy Day aims to bring awareness to the general importance of privacy and serve as a reminder to organizations that privacy is an essential element for conducting business. As important as data privacy is, we thought we would honor the day by sharing some of our top privacy awareness and data protection courses. Read More

After what can only be described as a “pivot year” for a lot of companies, 2021 gives you chance to get your budget and annual plan back on track. So, as you sit down and start planning out your continuing education (CE) budget for the year, we encourage you to take four factors into consideration. Read More

The holiday season is just around the corner! You know what that means? It’s time to start brainstorming ways to let your clients and prospects know you’re thinking of them. With many advisors continuing to work from home through the holidays, have you thought about how you're going to reach out this year? Read More

When it comes to delivering webinar CE, some clients miss the mark on complying with state polling requirements. To help clear up the confusion, we’re breaking down five important polling facts that you should be aware of before hosting your next Webinar CE event. Read More

With so many conferences and events going online, it can be difficult to get attendees on board. The feeling of “been there, done that” always lingering. Now, more than ever, companies need to get creative. So, how do you impress your attendees? Read More

FINRA spent the summer cracking down on ill-fated brokers, including those who allegedly defrauded their vulnerable clients. In this article, we spotlight three of those incidents. Read More

Delivering continuing education via webinar doesn’t have to be difficult, so long as you pick the software best suited for your firm. To help, we’ve identified five things that need to be taken into consideration when selecting a webinar platform. Read More