The coronavirus crisis has underlined the importance of insurance in protecting health and wealth. It has also highlighted how long-term financial plans, no matter how brilliant, can rapidly disintegrate if the client suffers an accident, health crisis, or death. For this reason, financial advisers…
If you’re looking to expand your opportunities as a financial advisor and provide your clients with the best services possible, you should consider obtaining a property and casualty insurance license. This step can help take your career to the next level and will allow…
Are you looking for ways to shorten the road to success for your financial advisors (FAs)? In today’s competitive financial advising world, it’s ideal to help financial advisors succeed quickly, and firms are all over it. Take a look at the following tips to…
Financial advising is a tough career. Achieving success requires tenacity, risk tolerance and expertise in financing. Because of this, a high financial advisor turnover rate is common in firms. Unfortunately, some FAs fail to succeed or decide to quit just as they near success.…
Insurance is essential, especially today as COVID-19 sends the world into crisis. Any long-term investment plan, no matter how brilliant, is subject to rapid disintegration if the client suffers financial and personal setbacks, an accident or even premature death. For this reason, insurance is…
For many businesses, going global is the goal and they rely on the help of financial advisors to do it. However, as any financial advisor will tell you, running an international business and getting into the world of international finance is more complicated than…
Marketers have always known word-of-mouth is the best way to sell many products and services, or what we call “referral marketing.” Referral marketing is what happens when someone recommends your business to their friends and family. Although this typically occurs through word of mouth,…
I passed! Thank you so much, Elizabeth! I have long way to go…After series 7 I have to get 24, 65. Because of your excellent service and customer care, I want to stay with STC. Have a great day!!
- Ben B., FINANCIAL ADVISER, New York New York
I passed the NY State LAH exam today – I got an 81. Thanks for the great training material.
- Nick C., FINANCIAL ADVISOR, New York New York
My sincere thanks and appreciation for your unwavering support through my Series 7 prep. I was able to pass the exam this weekend and sincerely could not have done it without the help you all lended me via multiple phone calls and email communications. Thank you from the bottom of my heart for being patient with me and helping me work through my weak areas.
After experiencing such excellent customer service with STC for both the SIE and the 7, it was an easy decision to choose STC again for the 66. I look forward to working with you all further as I tackle this next exam. Thanks again for everything! Cheers!
- Rich D., FINANCIAL ADVISER, St. Louis Missouri
I took the Series 24 yesterday and passed with flying colors. I felt very confident as I was going through the exam. Thank you for the great review course and tips.
- John C., FINANCIAL ADVISER, Charlottesville North Carolina
I passed my LAH exam with an 86%. Thanks again for all your help!
- Thomas C., FINANCIAL ADVISOR, Binghampton New York
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