Training & Professional Development
Continual, ongoing, and tailored support
At Smith Moore, we continually strive to ensure our employees are among the best trained and educated in the financial services industry.
We take a proactive approach to ongoing coaching and development by implementing an active 12-month training calendar. This includes year-round educational programs on topics such as:
- Morningstar Office: Research, account analysis, and performance reporting
- MoneyGuide Pro: Financial planning for clients and prospects
- Industry Issues: DOL updates, compliance regulations, identity theft, and cyber security
- Social Media Strategies
- Retirement solutions for small business
- Insurance and Estate Planning
- Practice Management tools to grow and promote your business
You’ll also get one-on-one, needs-based coaching and advice from your branch manager and peers to ensure you have the support you need on an ongoing basis.