Press Releases
Weylman Center Expands Advisor Support through Strategic Partnership with RegEd
Boca Grande, FL ● Providence, RI ● Burbank, CA ● Honolulu, HI – August 9, 2012 – The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, is proud to announce it now provides its members with access to RegEd, powered by CEAuthority for many of their Continuing Education course credits.
As a result of this strategic partnership, managers, staff and advisors have access to the hundreds of RegEd CE courses available online. To demonstrate RegEd’s commitment to Weylman Center members each member will have the opportunity to take any CE class they wish free.
After this initial free class they will have the opportunity to take an unlimited number of online CE classes each year for a deeply discounted annual fee.
If you would like further information or to schedule a personal tour of the Weylman Center, please contact Stacey at 800.535.4332 or via email at Stacey@richardweylman.com. Also, please feel welcome to visit us anytime at www.WeylmanCenter.com , www.RichardWeylman.com www.WeylmanConsultingGroup.com
Weylman Center Expands its Research Capability again through Strategic Partnership with Wealth-X
Boca Grande, FL ● Providence, RI ● Burbank, CA ● Honolulu, HI – April 26, 2012 – The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, announced today it has partnered with Wealth-X to provide its members with access to custom state of the art research on ultra high net worth individuals.
It will allow those advisors and firms who are members of The Weylman Center to get the in-depth data and research they need to prospect ultra high net worth individuals appropriately ($30 Million + net worth). Wealth-X’s capabilities are unparalleled in this very distinct sector of the marketplace.
Richard Weylman, President and CEO of the Weylman Center said “This now gives us the capability to add to our research platform which now includes well over 300 up-to-date marketing briefs of business, professional, occupational, affluent and wealthy niches. This partnership provides unprecedented research capability for those advisors who want to work in the ultra high net worth market.”
If you would like further information or schedule a personal tour of the Weylman Center, please contact Stacey at 800.535.4332 or via email at stacey@richardweylman.com. Also, please feel welcome to visit us anytime at www.WeylmanCenter.com and www.RichardWeylman.com.
Weylman Center Expands Advisor Support through Strategic Partnership with Advanced Market Resources
Boca Grande, FL ● Providence, RI ● Burbank, CA ● Honolulu, HI – April 12, 2012
The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, is proud to announce it will provide its members with access to Advanced Market Resources (AMR) and their capabilities.
As a result of this strategic partnership, managers and advisors will have access to critical consulting, training and support for complex estate, tax planning, business planning and corporate transitions. AMR is an innovative market support network for financial services firms and individuals and can be accessed by members of the Weylman Center through the Accredited Fellows Hall in the online campus. AMR’s faculty and staff are comprised of nationally recognized instructors, seasoned producers and experienced attorneys who consult and teach for practical application.
If you would like further information or to schedule a personal tour of the Weylman Center, please contact Stacey at 800.535.4332 or via email at stacey@richardweylman.com. Also, please feel welcome to visit us anytime at www.WeylmanCenter.com and www.RichardWeylman.com.
Weylman Center Updates and Expands 300+ Target Market Briefs
Boca Grande, FL ● Providence, RI ● Honolulu, HI – March 29, 2012 –
The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, is proud to announce the completion of our semi-annual review of all 300+ Market Briefs to ensure relevant data and accuracy. In addition to the semi-annual review, we are also constantly adding new market briefs to our online portal.
These Market Briefs have been extraordinarily helpful to both advisors and managers to help them understand specific people they are targeting or are referred to. Each Marketing Brief includes the current information on that market segment such as income averages, required education/training as well as appropriate lexicon of the marketplace. Also included in each brief are hotlinks to juried websites that provide advisors with insight, knowledge and a competitive edge in marketing.
For an example of this one of a kind research library, please click the following link:
Chiropractors Marketing Brief
If you would like further information or schedule a personal tour of the Weylman Center, please contact Stacey at 800.535.4332 or via email at stacey@richardweylman.com. Also, please feel welcome to visit us anytime at www.WeylmanCenter.com and www.RichardWeylman.com.
Weylman Center Adds State of the Art Reporting
Boca Grande, FL ● Providence, RI ● Honolulu, HI – March 15, 2012 – The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, is proud to announce a state of the art reporting and accountability matrix.
This new matrix now allows managers at all levels including local, regional and corporate to track the usage of Weylman Center content by every individual in their organization. This new one of a kind reporting capability now provides Marketing Directors, Training Directors and Sales Management a complete picture of activities such as assigned courses taken and coursework completed. Further usage can be customized by management into groupings of advisors by LOS, production or tenure as well by specific timeframes ranging from daily, weekly, quarterly or annually.
Laurie Anderson, CFO of The Weylman Center said “This brings accountability and ROI calculations to an entirely new level of specificity for companies and local offices that purchase annual enterprise memberships.”
Weylman Center Expands Capability
Boca Grande, FL ● Providence, RI ● Honolulu, HI – March 1, 2012 – The Weylman Center for Excellence in Practice Management™, a global leader in online education and development for the financial services industry, is proud to announce that its online educational platform is now compatible with all mobile Apple iOS devices. This new capability gives clients the ability to participate in all coursework and streaming media from a browser based environment utilizing their iPhone, iPad, or iPod.
Even while working in the field, clients of the Weylman Center will be able to keep up to date with their coursework. Having the ability to access hundreds of marketing tools including its library of audio scripts, articles and tips gives financial advisors, local leaders and support staff the resources they need in order to grow their business in today’s marketplace.
Jim Weylman, head of IT for the Weylman Center said “By opening the Weylman Center to iPhone, iPad, and iPod users, we have given them the ability to further utilize their portable iOS devices for learning and execution support without being app dependant.”
If you would like further information or to schedule a personal tour of the Weylman Center, please contact Stacey at 800.535.4332 or via email at stacey@richardweylman.com. Also, please feel free to visit us anytime at www.WeylmanCenter.com and www.RichardWeylman.com.