Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.

Masters of Selection: Selecting Top Talent Live – September 22, 2022 Session
September 22 @ 11:00 am - 4:00 pm
Join us on September 22, 2022 for the live workshop Masters of Selection: Selecting Top Talent.
You have an ideal candidate profile aligned to the characteristics and values you know make for a successful agent or advisor. Your pipeline is full of candidates. Now what?
In this hands-on workshop you’ll analyze and refresh your selection process to ensure it is aligned with your ideal candidate profile and results in selecting candidates that you will retain.
You’ll leave this workshop with –
- De-selection criteria
- A respectful process for removing candidates from the selection process
- A clear articulation of what a top performer means to you in the form of an “A” Player Scorecard
- A carefully evaluated selection roadmap and a plan to share with key stakeholders
This workshop consists of 4 hours of live, virtual instruction on Zoom from 11am Eastern – 4pm Eastern with a one hour break from 12pm Eastern-1pm Eastern on September 22, 2022.
The content was built on research-based best practices from the Finseca Foundation paired with insights from the best and brightest in life insurance and financial security leadership.
Finseca Member? Ask [email protected] how to redeem your exclusive member rate!