Finseca Congratulates Forbes/SHOOK ’22 Top Financial Security Professionals

Loading Events

Study Group Sprint – Retain Your First Year Producers (Session 1 of 3)

September 14 @ 12:00 pm - 1:00 pm

You can’t have a great 4-year retention number without getting your new producers through the first year. Join your fellow leaders to create a plan specifically tailored to the needs of producers in their first year in the profession and enjoy the insights and accountability only your peers can provide.

In this Study Group Sprint you will –

  • Internalize features that are common to retention plans that are showing promising results in today’s environment.
  • See real retention plan examples.
  • Determine 1-3 changes you want to make to your first-year producer plan based on group discussion and develop an action plan to bring those changes to life.
  • Receive feedback and accountability from your Study Group Sprint cohort along the way.

The first cohort of this Sprint will run on the following dates. [NOTE: Please only sign up if you can commit to attending all three sessions.]

  • September 14, 2022, 12:00-1:00pm ET
  • September 21, 2022, 12:00-1:00pm ET
  • September 28, 2022, 12:00-1:00pm ET

This Finseca Study Group Sprint is ONLY available to Finseca members.

What is a Finseca Study Group Sprint?

Finseca Study Group Sprints are 3-week professional development opportunities designed to help you solve a specific problem. Attendees will enjoy a combination of resources from the Finseca Learning Center with support from the brightest minds in financial security leadership, your fellow Finseca members.

Study Group Sprints are facilitated by your Finseca peers and are kept to small groups of no more than 15 participants/facilitator. Each participant will spend about 90 minutes a week for the Sprint, and that time will be split between meeting with your fellow participants and completing follow-up assignments.

Enroll today

Details

Date:
September 14
Time:
12:00 pm - 1:00 pm

Forum Max

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.

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.