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Value Propositions Enhance Retention

John E. Natoli, CLU®, ChFC®, CLF®, CFP®, a Deputy Managing Partner with the MassMutual Financial Group/Capstone Financial Partners and Glenn Boseman, CLF®, CLU®, Dean of the Irwin Graduate School, holder of the Roger Hull-James S. Bingay Chair of Leadership and Professor of Leadership at The American College discuss value propositions and their role in enhancing both employee retention and employee accountability.

Hot Topics

Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James talks about the questionable value of free lunch seminars and investment fraud.

Ron Carson, Founder and CEO of PEAK talks about the habits of top achieving financial service professionals with colleague Greg Opitz.

Michael J. Vietri, CLU®, Executive Vice President with MetLife talks about how insurance products, and the financial services industry have changed over time

Glenn Shapiro, Vice President of Claims for The Hartford’s Group Benefits Divisions talks about how to help employees when they are out of the office on short-term disability.

New This Week

Hank George, CLU®, Chief Executive Officer of Hank George Inc., discusses paramedicals and the behaviors that can alter medical test results.

Ron Carson, Founder and CEO of PEAK talks about ways to overcome common objections and provides a role play to illustrate his points.

CE Webcasts

 

Feb
24
Ethics for the CFP® Professional

 

Financial Planning Certification Center