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Continuing education tutor for licensed advisers
Quizzes advisers on their continuing education modules by voice or chat, explains what they got wrong and keeps their hours up to date.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Advisers fit continuing education around a full client load, often cramming it before the deadline. Reading a module is easy, but checking what stuck needs someone to ask the questions.
How it works
- Runs practice questions from the adviser's current module, playing the examiner
- Marks each answer and explains the correct rule in plain words
- Tracks hours and ethics hours against the firm's yearly target
- Points the adviser to the module section to revisit
- Logs each session to the training record for the learning team
What it connects to
- AgentReady for your retirement income rules practice, Priya? First one: a client born in 1961 asks when her required minimum distributions start. What do you tell her?
- Priya (adviser)At 73.
- AgentNot quite. Anyone born in 1960 or later starts at 75. It's 73 for people born from 1951 to 1959. Next: her full retirement age is 67 and she delays Social Security to 70. How much larger is her benefit?
- Priya (adviser)It grows 8% a year, so 24% more.
- AgentRight. That's 1 of 2. Revisit the distribution age table in section two before the module test. I've logged an hour, so you're at 9 of 12 hours this year, with 2 ethics hours still to do.
Illustrative conversation. Names, numbers and details are made up.
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Want this agent in your business?
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