ADVISOR TRAINING: PREFERENCE BY FORMATS
While share of virtual training is still robust at
67%, there is a clear sense of saturation. One
advisor shared that they would like a template
to follow while promoting river cruising to new
clients. Even help in designing emails to potential
clients, that is simple and user friendly, would
be helpful. With advisors strapped for time,
in-person training locations need to be charted
out when planning a schedule.
FAM trips are of course the most requested
training support (87%).
One advisor shared,
40
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CHART 23
TRAINING NEEDS
86%
67%
58%
37%
28%
18%
Fam trip
Virtual training
In-person conference or tradeshow
One-day offsite training
2-3 days offsite training
4+ days offsite training
Combination of online training
academy followed up with in-person
FAM trip/training is best for me to
learn and remember.