CUSO Financial Services and Sorrento Pacific Financial Introduce Online Training Center

Proquest LLC

Sister companies, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), have introduced a new Online Training Center that allows its financial advisors and sales assistants to improve their sales and administrative knowledge and skills without losing time out of the office.

According to a media release, the standardized, professional development training program consists of 15 live and interactive webinars and 38 recorded "on-demand" modules that range in length from 4-30 minutes.The program materials address both hard and soft skills to help financial professionals to better understand their clients' needs, to empathize with clients about their goals and dreams, and to handle the administrative aspects of their jobs efficiently and effectively.

Approximately 15 of the courses are required with the rest available as desired. Webinars, which are repeated frequently, are also archived for those who are unable to attend the live presentations.

Amy Beattie, COO of CFS and SPF, says, "All our courses are designed to help our investment program teams improve their productivity and learn new skills, whether they are new to the practice or experienced producers. Since the Training Center launch this summer, we are already finding certain courses to be quite popular, including our monthly sales assistant trainings that are pulling in almost 100 people monthly, and our best-selling 'Going for the GOLD!' interviews that feature best practices from our top- producing Gold Pacesetters. We are gratified that our financial teams are so enthusiastic about gaining this education."

Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial (SPF) provide customized investment and insurance solutions to financial institutions throughout the country.

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