CUSO Financial Services and Sorrento Pacific Financial have launched a new online training center to help their advisors and sales assistants sharpen their sales and administrative skills, the two sister broker-dealers announced on Thursday.
The new training program consists of 15 live and interactive webinars and 38 recorded "on-demand" modules ranging in length from four to 30 minutes. The program materials address both the hard and soft skills financial professionals need to develop to better understand their clients' needs and handle the administrative aspects of their jobs more efficiently, the broker-dealers said.
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