Supporting Your Business Through Training and Coaching
At Dixon Wells, we give advisors
the tools and confidence to identify opportunities with their clients
and expand their practice.
Training tools: Many insurance
industry carriers have chosen Brainshark
to distribute free, online, advanced
marketing and sales concepts.
Click
here to access the training tools at
Brainshark insurance network.
Industry Regulations: In order to
write new business, all carriers
require that you have Anti-Money
Laundering (AML) certification.
Free, on-line, AML training is offered
by clicking
here.
Policy Review Support: We offer
performance evaluation of in-force
policy. Click
here for an example and supporting
documentation.
Practice Management: Working
closely with industry experts and
business coaches,
we provide access to leading practice management
programs. For example, Dixon
Wells currently has Cannon Wealth
Management graduates available to assist
in the wealth management process.
Continuing Education: Partnering
with our insurance carriers, Dixon Wells
provides multiple accredited CE courses
throughout the year.
Contact one
of our offices for CE courses and
additional training and coaching
programs. |
