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If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with it. Or sitting through courses you don’t find valuable.
What if you could satisfy your continuing education requirements on your own terms, and with less time required?
In this episode, Matt Halloran has a thought-provoking discussion with John Waldron, Founder of Learnedly. They talk about more fulfilling ways to learn (unless you prefer pre-recorded webinars?), how the continuing education landscape is changing, and ways to help your clients spot the red flags of bad finfluencer advice.
John discusses:
- Why the current landscape of continuing education in Canada’s financial services industry is so fragmented – and how this impacts advisors
- How to help clients recognize and dodge click-hungry finfluencers
- Ideas for completing your requirements faster, so you can get back to serving your clients
- Other continuous education options that put you in a better learning environment (because you’re doing something fulfilling!)
- And more
Related: How To Get Back To Doing What You Love Most as an Advisor with Shannon Spotswood