Financial Professionals: Achieve Lasting Success with Penn Mutual’s Field Development Team
Penn Mutual Vice President of Field Development Heather Scher established the Field Development Team with a very specific goal in mind: to provide resources, support, and programs to our financial professionals. In one short year, the Field Development team has expanded significantly, building new programs and producing resources to help financial professionals create lasting, successful practices.
Read on for three areas where financial professionals can benefit from the team’s expertise.
Business by Design
Part of the journey over the last year involved building an external Practice Development team that partners with financial professionals and helps them better serve clients and create successful businesses using our Business by Design program, which determines where a financial professional’s practice is heading and the steps necessary to get there. As the Practice Development team travels throughout U.S., they’ll be visiting agencies and financial professionals to help further their business processes, expand their teams, build strong succession plans, and more.
Jackie Bradley, AVP of Practice Development says, “I want to help financial professionals attain breakthrough businesses, while achieving freedom from the areas of the business that bog them down — all while creating a stronger client experience.” You can listen to Jackie discuss her team’s Business Continuity and Succession Planning solutions in this podcast.
As the Practice Development team travels to help financial professionals, day in and day out, the Field Development team back at the home office works rigorously on creating and building resources to help support the Practice Development team and the field, overall. The internal team is here for our financial professionals each day, ensuring they have the tools and resources to succeed.
The latest resource is the Business Continuity Agreement, created by Field Development Manager Laurie Dougherty, in collaboration with a select group of financial professionals. The Agreement was created to help financial professionals who are not yet ready to build out their formal succession plan, but want to secure their practice in the event of an unexpected exit from the business. This agreement has changed the way our financial professionals run their practices, giving financial professionals peace of mind as they work on building their businesses and developing formal succession plans.
Learning Resource Center
The Field Development team also manages our Learning Resource Center, an online learning management system that provides on-demand training for our financial professionals and field leaders to use at their convenience. The team also creates custom curricula for agencies to help educate both inexperienced and experienced financial professionals on a variety of topics. Departments from across the company host training sessions through the Learning Resource Center, making it a great tool to compile a day of training.
Field Development’s in-house instructional designers create custom-made training modules, podcasts and more, which can be found on the Learning Resource Center, social media sites, and other platforms. These designers work with subject matter experts to create engaging ways for financial professionals and field leaders to further enhance their knowledge in the industry.
Field Development’s main goal is to provide invaluable resources for our financial professionals and their field office staff to assist them in providing the best solutions for their clients and grow their businesses.
Contact the Field Development team and schedule a consultation to start building your breakthrough business and become a stronger business owner.
For Financial Professional Recruitment Purposes Only.