Office Hours - Winter 2024

Table of Contents

2024 Course Materials - Now Available

2024 course materials can now be accessed on the Instructor Portal. Digital materials, such as the Presentation, Compliance Kits and the Instructor's Reference Notes, can downloaded by navigating to the "Resources" menu. Workbooks can be ordered under "Place Order."

IRN Binder - NEW
This year, you will need to order a printed Instructor’s Reference Notes (IRN binder). Each licensee will still receive the binder at no charge, but as we’ve seen our advisors migrate to more digital presenter tools, we will be providing the physical version to only those that would like to use it. 

New Tools Available

As part of our recent Instructor Tools offering as part of the FEN Knowledge Base, we have added two new guides we hope you will find helpful!  

• Venue Selection Guide: Selecting the right venue for your course is one of the most important parts of teaching a successful course, making it one of the most crucial initial decisions you make as an instructor. In this guide, we cover how to identify the right venue for your course, how to choose the right room for your course, and we teach you how to establish a good working relationship with your selected venue.
  View the Venue Guide 

• Post–Class Follow-Up Guide: We know how important that initial post-class follow up is but also how tricky it can feel to get right. That’s why we’ve put together this quick to provide tips on how to effectively do so in order to successfully convert them into clients.
  View the Post-Class Guide 

Supplemental Course Content 

We are thrilled to share that our supplemental course content offering is now live via the FEN Knowledge Base! 

Our product development team has been hard at work creating our first ever supplemental course content offering. The goal of this initiative is to provide advisors with smaller, more focused content offerings geared toward continued education for existing clients, and their guests. We are so excited to launch this offering with supplemental content focused on:

• Retirement Income Planning
• Can You Retire?
• Can You Stay Retired? 

And coming very shortly are: 

• DIY Investing
• Risk Planning

To access the Supplemental Content home page, click here. 

We will be working throughout the year to add even more supplemental content to our Knowledge Base for you to use. Stay on the lookout in future editions of Office Hours for more info!

Monthly Market Outlooks with Modelist  

To continue to support your education efforts, we’re thrilled to be expanding our offering to give you the timely resources and knowledge you need to extend your platform of education further into your client relationships.

We are partnering with the cutting-edge portfolio manager Modelist to bring our advisors high quality monthly market insights - exclusive for our FEN advisors!

We are kicking this monthly series off with a 2024 Market Outlook. In this video you will learn about:

• Five things affecting the economy in 2024
• Wild cards that may impact the markets
• How to apply these insights with your clients

Every third business day of the month we will be hosting Monthly Market Insights with Modelist to bring you timely content about market performance each month to help you stay on top of the markets, as well as share these insights with your clients and prospects.

Our first episode, as well as the deck they review, are available to view and download via our Instructor’s Library. Click here to access. 

We hope you find this new series both informative and useful for yourself and your business!

About Modelist

Modelist collaborates closely with financial advisors, providing access to a comprehensive library of evidence-based investing strategies. This partnership enables the creation of fully customized model portfolios tailored to the unique needs of their clients. Through the integration of customization and model portfolio efficiency, Modelist delivers a seamless and exceptional experience for both advisors and clients. Modelist's core focus on trust and transparency drives a superior solution that eliminates the fee layers, complexity, and ego often associated with other investment management solutions.