Learning Track 3: Leadership & Relationship Building
Learning Track 3:
Leadership & Relationship Building
Welcome to the next stage of your professional evolution. This track helps you deepen influence, strengthen client and carrier relationships, and lead with confidence in the HNW space across four sections:
- Communication Excellence
- Leadership & Agency Growth
- Business Development & Personal Brand
- Women In Leadership
Scroll down to explore each section. Your viewed items are marked so you can easily track your progress.
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As you explore each entry, look for the Learning Track Knowledge Check at the bottom of the page. Each correct response earns one point toward the quarterly PRMA Knowledge Challenge.
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Be a Professional Advisor Not an Order Taker
As high net worth insurance advisor you must place yourself equal to any professional such as a Doctor, Dentist, Attorney, CPA or Wealth Manager.
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Be Passionate About Client Passions
Many clients have passions, and having financial means enables them to live their passions. Take note, literally.
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The Chef Doesn't Wait Tables: Properly Introducing Your Support Staff
A lesson about onboarding clients
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Using Your Voice Effectively
Actionable tips for clear communication and influence, helping you strengthen your impact both personally and professionally.
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Presentation Skills: Storytelling
Learn some easy and actionable tips to use the art of storytelling with your clients and prospects.
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Presentation Skills: Visually Appealing Presentations
Quick tips to organize your content, build your slides, and include images to make your presentations pop.
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Navigating Turbulent Times: Essential Soft Skills for a Hard Market
In a challenging P&C insurance market, certain soft skills can significantly contribute to navigating difficulties and achieving success.
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Key Leadership Practices for Virtual Teams
Work teams everywhere have been forced to shift quickly to a work-from-home setting.
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Trends in Recruiting: Attracting and Retaining the Right Talent
Trends in recruiting on a macro basis, in the insurance industry and more specifically some of the challenges in the Private Client arena.
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Ego Management: Who is the Star of this Scene?
A life lesson in agency dynamics. Sales & Service teams are equally important.
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Create a Big Impact on Your Agency’s Learning
Remote and hybrid work environments present real challenges when it comes to learning, connection, and engagement.
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Creating a Learning Culture in your Agency
It all starts with creating a Learning Culture, one where employees are encouraged, supported, and motivated to pursue learning opportunities.
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Creating a Private Client Group
This article will help agencies who are interested in improving service for high-net-worth clients.
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Service Team Considerations
The key considerations agencies should address when structuring and communicating their client service model, particularly during onboarding
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Building Your Brand and Network
How to identify and connect with centers of influence in the high wealth space.
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Nurturing Relationships to Solidify and Cultivate Business
Clients and centers-of-influence tend to be the best source of business, and these relationships are important assets that when properly engaged can generate plentiful referrals.
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Successfully Build Your Personal Brand to Create a Network and Win New Clients
Private Client Professionals can build their own brand based on their interests and passions to develop a network, and ultimately win new clients.
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Grow Your Business with Social Media
Tips and best practices for increasing and leveraging your social media accounts in as little as 10 minutes a day.
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Advancing Your Career Virtually
How to grow and evolve your career in a rapidly changing, digital-first world.
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Designations
The insurance industry utilizes designatory letters to indicate an individual’s commitment to furthering professional excellence in the insurance field.
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Women in Leadership: Career Paths
The role of mentorship, thoughtful challenge, and consistent support in helping women navigate their career paths and grow into impactful leaders within the industry.
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Women In Leadership: The Voice of Leadership
How women leaders inspire confidence, influence outcomes, and lead with clarity and authenticity across professional environments.
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Women in Leadership: Executive Presence
Review some of the most common pitfalls women face and discuss tools for us to improve our executive presence, including confidence, decisiveness, emotional intelligence, and physical presence.
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Women in Leadership: Power Networking
Is networking the same for men and women? Is it sometimes more difficult for women to network than men?
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Self-Care Practices: A Disciplined Approach to Personal Wellbeing
While workplace leaders need to address the dynamics of workplace culture, individual workers need to learn to protect and preserve their personal health and wellbeing.
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Looking for a different focus area? Continue your journey with Learning Track 4.
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