Advisor Onboarding and Training

Improve time-to-proficiency AND reduce costs.

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Advisor Onboarding

& Training

Get in Touch

Getting Ahead of the Curve

With a customized approach, we reduce ramp-up time while increasing retention and performance.

Whether you want to update existing content, create new content, or design a complete program, our instructional designers, multimedia designers, project managers, and graphic designers are ready to help create a scalable, sustainable, cost-effective program. 
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Blended Learning

Improve learner engagement and retention through blended learning modalities. Introducing modules such as self-directed learning options, e-learning, games, simulations, and self-study activities creates an improved learner experience and measurable progress and reduces program expenses.
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Significant Savings

Reduce or eliminate costs associated with in-house, instructor-led training with multi-modality training. With our instructional, multimedia, and graphic designers, we create scalable teams to support training initiatives. From a single module to a full-scale program, enhance your learning team's capacity and capability. 
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Progress & ROI

We offer managers tools to track and manage learner proficiency and progress. With a clear view of learner performance, you can identify areas where additional support is needed, allowing for targeted interventions that maximize the impact of your training initiatives.
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Real-World Impact

Revamped onboarding led to over $450,000 worth of annual savings

A case study based on one of our client's success stories

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The High Cost of Slow Onboarding.
42
%

of call centers report 2-4 months for an agent to reach proficiency

up to
40
%

average advisor turnover rate

40
%

new advisors leave within a year because of poor onboarding

Faster, better onboarding starts here. 

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