White Paper Archive
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Social Learning tools unlock the keys to enterprise collaboration, provide access to experts and best practices, enable meaningful behavioral coaching, and improve employee engagement.
Due to various disruptors caused by technology and pressures from compliance and external regulators, learning professionals in Financial Services have struggled to find ways to adopt and apply Social Learning tools and techniques inside of their organization.
Even in the most devastating economic environment in 80 years, recent studies show that Advisors who have adopted a comprehensive Wealth Management practice versus a transaction-oriented model more than double their counterparts in productivity and triple their counterparts in income.