Attendance
WMF is having about a 60% completion rate v attendees. Some of this is due to the amount of field time lost over the two week period, others is due to participants who are tenured advisors that added on an IAR license (Envestnet is offered on Day 2). What solutions could fix this?
Maybe offer only Day 2 training to those with add on licenses. Let the attendees make up classes if the time conflicts with field time (maybe new cadence can solve).
WMF is currently offered for 2 weeks every other month. T/Th 4 hours (wk 1) T/Th 4 hours (wk 2). This means that it could take 2 months before you can attend a course. However FDMs are swamped. What can we do to up the cadence without harming the FF and FDM
Considering 4 weeks offer every month to help space the time commitment. Wk1/class 1 T 4 hours, Wk2/class 2 T 4 hours, Wk3/class 3 T 4 hours, Wk4/class 4 T 4 hours. Participant can have 3 months to attend all 4 classes in order
This could also help attendance
In the BLINC Booster, attendance has been fairly high, usage has gone up, APCs have not really moved substantially. I feel this comes from lack of product placement knowledge. What type of content or information could help here?
DDW link/invite whole-sellers/have breakouts for discussions
In the BLINC booster, we currently have Practitioners in every session. This may be yielding participation. What ways can provoke more conversation
Some sessions without Practitioners, smaller breakouts with the practitioners
The field does not seem to be fluent or even aware of all the help that is available to develop as an FR/IAR. What communication can boost that knowledge?
Delia's handout
Welcome email to all newly licensed on who to contact with questions
SharePoint access with all content
When a WMF 2.0 version is released, I have considered making it a blend of training & virtual Expo-type event. What type of featured attendees would bring appeal to next level FR/IARs? (top producers/whole sellers)
Inviting top used companies to give breakouts, feature top producers to discuss strategy and product selection process. Survey those that completed Foundations or those that gave negative feedback on WMF to see what would be appealing
The BLINC program is currently offered every other week (1 hour) for 8 weeks. This might cause too much delay between communication. What suggested cadence would improve touch points/but not overwhelm the group.
Offer for 8 weeks, every week, 1 hour. Only invite Practitioners to every other call. Allow breakouts with the participants to help networking and building relationships. This could also help attendance and invoke participation when practitioners are present
The current expertise's not covered in WMF are on your handout. What kind of content could be added for the WMF 2.0 to target these gaps?
Offered within Territories and have regional breakouts to encourage relationship building. "Trustworthy Selling" type training for Advisors to help build client relationship skills. Focus on Growth mindset and strategy to take business to the next level with client base.
In the BLINC program, the current audience has fully completed WMQS and WMF. This does limit the list of potential invites, however starts everyone with the same base knowledge. Should other audiences be considered? Why?
WMF/WMQS was not offered or did not exist for a number of advisors. Possibly target more tenured non-users that didn't attend. Reach out to those that didn't complete Foundations. See Communication for communication ideas (add any ideas to that area)
Communication strategy for the BLINC program participants/target audiences
Tenured advisors before QS Mandate- send communication out to non users offering the program. Those that didn't fully complete Foundations- possible outreach to offered missed courses along with BLINC Booster.
Have Delia add it to her orientation. Have it brought up in the Foundations course on Day 2
The attendance for the BLINC program is fairly high, however, the time zones could be a large factor in those missing the classes offered. What are some suggestions around programs that are offered in this manner?
Keep the time zone difference and offer recordings to missed sessions.
Only offer the courses to those in the same time zone, running 3 courses at the same time?
WMF 2.0 would be a large add on for the training calendar. What would be the drawbacks/advantages of offering this once or twice a year?
Advantages: can use partnering territories if done twice a year. This could help with making it more of an Expo-type event. May increase chances of strong attendance.
Disadvantages: ??
In the last couple of WMF classes, I have gathered feedback from FDMs. Some of the struggles were that participants couldn't login to the platform, weren't prepared for the content to be covered, and had trouble uploading videos for a HW assignment. What steps could prompt readiness on the participant side?
Send out a forms page with the links embedded to ensure they have tried to log in.
BSM Content Course
BSMs that are Registered/Satellite leaders. TVP/RD involvement to know what is offered
****When communicating with those currently taking the BLINC program, I am sending an email the week before as a reminder of an upcoming class and also keeping a teams channel moving. What other ways could keep them engaged during the program?
Breakout groups to encourage relationships in between classes
WMF 2.0 should target those who already have the baseline of their business solidified. What factors should be considered for those ready to go to the next level?
Production, cases opened, tenure with the company, variation understanding of products
Registered BSM course could be very helpful to not only raise awareness of development programs, but also to grow number of reps. One call should be sufficient. What would be the best cadence for this type of call?
Quarterly for any newly registered BSMs. Offered to any non-producing unit leaders.
Registered BSM course/communication/orientation
Have a class with Delia/myself to cover timeline and content for registered reps in their locations. (see handout). Offer the chance to audit programs.
TVPS, RDs, BOAs could be helpful. Possibly non registered BSMs to help the locations that do have registered reps in them
Targeting for registered BSM training course
Reach out to TVPs/RDs and send invites for a targeted class for Registered BSMs. Maybe add USMs so they are aware of content offerings
SharePoint is a great way to keep all field content updated and at the fields fingertips. It is being considered to start one for the registered group. What type of content should be housed here?
Everything in the hand out, links to spotlight videos. Enrollment links to all upcoming courses. Possible calendar for the year. Contact info for whole-sellers
Teams has been a great way for HO to keep communication lines open between departments. Would this be beneficial to have the field adopt for Registered Reps to get content questions/requests to the proper people?
Considering a Teams channel for OSJs/BSMs to help keep communication open for mandatory calls or field compliance alerts.