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

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

Whether you’re one of the many companies already capitalizing on webinar CE, or are simply looking for more information on how to get started, this article is your all-access pass to helping you get the most out of this newly sought-after delivery format.  Read More

In this article, we'll tell you how you can tie continuing education into your content marketing materials to easily convert some of your web traffic.
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As businesses continue to shift during this time, so too have many of their marketing and client relationship strategies. In this article, we discuss how some companies are working digital CE voucher codes into their continuing education programs as a way to provide relief and stay connected with advisors. Read More

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