Accuracy & Productivity Booster Pack
$299- Improve your attention to detail while getting more done. Learn practical tools and techniques to manage time, prioritize, and improve attention to detail. Approximately 5-6hrs completion time
Bundle includes
Here are all the products that are included in your bundle.
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FA Managers & Supervisors, Client Service & Operations Skills, Advisor Skills, Essential Skills for Financial Advisors
Critical Thinking Skills
Course • 4 lessonsCritical thinking is a questioning approach to form a judgment or conclusion. It encourages reflective and independent thinking to guide us through the hundreds of decisions that we make throughout a week.
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Client Service & Operations Skills
Attention To Detail
Course • 2 lessonsThe Key To Accuracy And Excellence
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FA Managers & Supervisors, Client Service & Operations Skills, Advisor Skills
Become A Prioritizing Pro
Course • 1 lessonFree- Successfully and accurately completing your daily tasks lies in your ability to properly prioritize those tasks. Teresa Riccobuono, CEO of Simply Organized, explains the What, When and How's of becoming a Prioritizing Pro.
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FA Managers & Supervisors, Client Service & Operations Skills, Advisor Skills
Time Management Skills
Course • 4 lessonsThe practice of time management requires focus and conscious planning to help win back control of your busy day, and conquer financial goals.
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FA Managers & Supervisors, Client Service & Operations Skills, Advisor Skills
Developing Emotional Intelligence
Course • 3 lessonsEmotional intelligence (EI) is the ability to recognize and manage our emotions, behaviors, and impulses, as well as apply this knowledge to the world around us.
More Courses For Your Professional Delopment
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Financial Foundations
Bundle$ 299- Lessons covering foundational concepts: asset ownership, qualified plans, RMDs, basic estate planning, investments & insurance. Ideal for those new to working in a financial advisory practice.
$299.99
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Managers & Supervisors Skills
Bundle$ 450- Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450
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Essential Skills for Financial Advisors
Bundle$450-Developed to teach advisors professional skills beyond the scope of traditional securities exams. Our course covers critical topics crucial for success working with clients.
$450
