Elevating Engagement: The Impact of Dynamic Events
Discover how transformative events can energize participants and spark motivation, as shared by seasoned members of the Cornerstone team.
Training Category: Team Trainings
Strategic Planning and New Resources
Jody Bloom's impressive performance is highlighted, with significant achievements in life premium and fixed index annuities. Watch for great insights!
Explaining the New DOL Rules & How They Affect Business
The Division of Labor (DOL) has implemented new regulations affecting the financial services industry. Cornerstone is making changes to comply with th…
Matt from Lincoln Presents the Performance of the S&P 500
Matt from Lincoln presented about the performance of the S&P 500 Index, including their new enhanced trigger strategies. Lincoln has a competitive S&P…
Trust, Choices, and the Complexities Relationships
This training explores client loyalty in financial planning, considering trust, choices, and the influence of competing advisors on decision-making pr…
Navigating the Path with Purpose and Likability
This training explores converting prospects to clients, emphasizing likability, client focus, and bouncing ideas off masterminds for success in financ…
Insights and Inspirations from a High-Energy Gathering
Highlights of shared experiences, lessons, and inspirations from a dynamic gathering, emphasizing growth, leadership, and the power of collective lear…
Embracing the Go-Giver Ethos: Cornerstone Training
Cornerstone team shares positive experiences, embraces Go-Giver ethos, focuses on serving, leading to success, growth, and transformative insights.
New Recruitment Video Showcased
In addition to the ongoing weekly team training, the new recruitment video was showcased in person and online for all of the Cornerstone team to see.
Client Connections, Growth, & Rewarding Incentives
The team focused on personal growth and client relationships and discussed upcoming company trips and sales incentives for professional growth.