How Farm Bureau Can Support Your Wealth Management Business

Training is important — for advisors and their business. You could have the best investment platform on the planet, but if you don’t know how to navigate the system, use the features within the planning tool and find the necessary information, it’s pointless. At Farm Bureau, we offer the training and support you need to be a successful wealth management advisor.

Comprehensive Wealth Management Advisor Training

Training is promised to advisors by many firms, but the reality is that it often only comes in the form of online, do-it-yourself training. At Farm Bureau Wealth Management, we incorporate online training modules into our comprehensive training program, but it doesn’t end there. Our philosophy is that training and support are not always one in the same, so we deliver on both. 

Basic onboarding training, such as system overview, new business processing, financial planning and advisory product offering, takes place before an advisor begins. We think it makes sense for our advisors to hit the ground running, so we make sure they’re up-to-speed on critical information needs from the start.

Integrated Support From an Experienced Team

We differentiate ourselves by integrating an advisor’s support team on day one. As an advisor, you’ll meet your Regional Manager, onboarding specialist, internal wholesalers, marketing sales coach and members of the Middle Office Operations Team that will guide you through the early stages of your transition. We believe that putting a face with a name of each team member sets the stage for a close working relationship. The success of each individual advisor is the shared, common goal of each member of the support team.

We also believe training and support should be delivered consistently and frequently to ensure each advisor’s development and growth. We provide advisors with a whole range of support and training tools, including:

  • Comprehensive suite of training videos and job aids for advisors and staff members
  • Process and platform training available from the operations team
  • Product support from the Wealth Management Wholesalers
  • Money-Guide Pro training videos
  • Access to webinars and a library of training content from RBC via Gateway

The training tools available to Farm Bureau advisors are second to none. But the key to delivering the best experience is support. The best resource platform isn’t always about the content. In many cases, it’s about people working together to find solutions, receiving answers quickly and getting guidance from real people as you learn the business. That’s what Farm Bureau is committed to.

Support for Your Business

If you’re looking for support and guidance to grow your wealth management business, Farm Bureau might be the place for you. Find out how you can transition your wealth management business to Farm Bureau today.