A Behind-the-Scenes Look at Training for Farm Bureau Wealth Advisors
July 21, 2020
As you get started in this new position, our Wealth Management Transition Specialists will prepare an individualized training plan based on your business needs. The plan will consist of comprehensive training that covers the basics of accessing the different platforms and systems on the Farm Bureau Wealth Management front, as well as our systems at RBC Clearing & Custody. This will include:
- Information on how to access and set up a personal “get started kit,” which covers health benefits, 401(k) and payroll information.
- A “quick start marketing” training and set up. This consists of a one-on-one session with our industry-specific marketing coach to build out your personal Facebook business page, LinkedIn profiles, a professional advisor website, press release prep and various other marketing items.
Next, our Wealth Management Transition Specialist will walk you through the available platforms, tools and resources that are at your disposal. During this time, we will cover the financial planning tool, using Money Guide Pro and Riskalyze; RBC Black, a platform used to integrate multiple financial services into one single sign-on for comprehensive wealth management; and RBC Gateway, which houses day-to-day functionalities for client account access, proposal generation, trading and portfolio management, market data and report access.
To address growth and client retention, we provide access to Cannon Financial Institute training, which is offered through the RBC relationship and helps advisors build a blueprint to grow their business through client retention and growing their client asset base. It also provides ideas on how to create more opportunities.
We realize joining a new broker dealer is a big commitment, and it takes some time to settle in. During this initial three-month period, we will, as a team, focus on working with you in every aspect of training so you can learn the systems and processes you’ll need to efficiently and effectively manage your business and clients. Your success is our success. Contact a Regional Manager to learn more about how you can grow your business with Farm Bureau.