Business-People-Around-Computer-1Kades-Margolis Corporation is committed to the professional growth and development of our financial advisors. We offer continuous training related to compliance, sales techniques, product offerings and industry knowledge that will “sharpen your saw” and keep you well informed of marketplace changes.

In addition, each advisor has individual business planning sessions with the Sales Manager to ensure that he or she is on the right track toward meeting his or her goals and objectives.

Kades-Margolis believes training never stops, and we continually look for new ways to help develop you and your business! After initial training on product knowledge, paperwork, systems, compliance and technology, our advisors can look forward to continuing support that includes but is not limited to:

  • Advisor website access offering constant and updated communication specifically for our financial advisors
  • Regional quarterly meetings to provide compliance updates, product updates and new sales techniques
  • Semi-Annual corporate sales meetings for the entire organization offering brainstorming sessions as well as recognition and awards to our top performers
  • Annual business planning with sales leadership customized to your territory
  • Individual meetings with sales leadership and one-on-one coaching sessions
  • Field training with sales leadership offering continued growth and development